Portfolio managers Ben Wallace and Luke Newman consider what a dramatic change in market conditions could mean for long/short investors.
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Portfolio Manager Luke Newman explores what a change in market dynamics means for long/short investors.
Why bank difficulties are likely to hasten the peak in monetary tightening
Commercial property in the headlines: advantages of public versus private real estate as credit tightens
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.
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
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.