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A bird in the hand: are yield returns king again?
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.

Lessons learned: listed REITs’ more prudent approach to leverage
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.

Global Structured Debt Insight – June 2022
The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.

Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.

Investing in the “local for local” economy
As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.
European equities: do not take a binary approach
Is the worst yet to come for equity investors?
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.

Is all the bad news over for the equity market?
Markets have been gripped by renewed and higher volatility in 2022, but has it turned equities into a buy? Portfolio Manager Oliver Blackbourn considers what current market indicators suggest.

An altered backdrop forces investors to adjust
Investors must be willing to think differently in a changing market.
Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.

Fixed income returns in 2022: Have our bonds betrayed us?
Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?