Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.
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.
Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.
Public real estate appears well positioned heading into a period of tighter credit conditions.
The Middle East appears on the cusp of a major economic and social transformation.
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Five key bond valuation metrics for financial professionals and portfolio managers.
Is there a statistical relationship between fund flows and market price moves?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
Implications of the collapse of Silicon Valley Bank for the technology sector.