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Upwardly mobile: credit’s quest for glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.
ISG Insight: Markets versus policymakers – who’s in charge?
Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?
Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
Introducing the REITs 3.0 flywheel
Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.
COP26: the global natural resources perspective
Daniel Sullivan, Head of Global Natural Resources, discusses what COP26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Global dividend payouts reach Record Q3 high
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
A diversification trilogy: addressing key concerns in portfolios with REITs
Can a portfolio allocation to REITs help ease client concerns around market uncertainties?
COP26 week two: coal, carbon-trading and climate change funding
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
Is decarbonisation an opportunity for emerging markets?
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.
Changing perceptions: natural resource companies are providing solutions to support net zero
Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.