Higher-for-longer rates creates opportunity and risk within European loans with quality names expected to outperform highly leveraged credits.
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.
How do you construct an absolute return strategy to stand the test of time?
With stock dispersion once again at the fore, offering greater potential for uncorrelated returns, is this ingredient that absolute return investors have been waiting for?
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.
How can investors use the equity repo market as part of a balanced risk-adjusted allocation to alternatives?
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
What are the key considerations for constructing diversified Multi Strategy portfolios to help meet investors’ needs?