Intense discussions about the merits of duration are usually reserved for a select few bond market enthusiasts with less than average social attributes; the type that’s not likely to be at a weekend party. Yet today, almost every investor has something to say about this age-old topic.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
As the world becomes more conscious of the pressing social challenges around us, social bonds have emerged as a powerful vehicle for change. These bonds are funding projects tackling issues from hunger to gender and racial inequality, offering investors a chance to have an impact and earn a return.
Labelled bonds have continued to experience ongoing investor demand as both investors and bond issuers commit to achieving their sustainability objectives.
New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.
Housing affordability has reached critical levels across many cities across the world. While there is no simple answer to this complex challenge, fixed income assets, including sustainability bonds and sustainability-linked loans, offer game-changing potential.
Join Head of Global Natural Resources, Daniel Sullivan, as he shares his insights on current asset allocation within, and outlook, for the resources sector.
Join Alistair Sayer, CPM for our Global Multi-Strategy Fund, as he discusses current risks and opportunities in seeking outcomes that are uncorrelated to financial markets.
Join us for an update on our Global Research Growth portfolio with Phil Wood, Global Head of Equities CPM’s.