The current attractive relative valuation opportunity and merits of residential REITs.
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.
Comments from the Bank of England suggest rate cuts are coming closer.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
In the latest of our European Espresso series, Portfolio Manager Robert Schramm-Fuchs shares his insights on the current performance of the semiconductor sector.
Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.