A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Views on the Bank of Japan's latest rate hike and implications for investors.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
The unfolding geopolitical crisis lays bare the challenges central banks face when managing economic growth and inflation expectations.