Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.
Tom Ross, corporate credit manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.
In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach
What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.
Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.
In this Q&A, David Elms, Head of Diversified Alternatives, shared some of the strategies his team utilise in their efforts to deliver attractive risk-adjusted returns for investors over time, from a range of truly diversified sources.
Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, provides a brief analysis of the current state of US and European loan markets, finding that they signal different outlooks.