For institutional investors in the UK
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.
Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.
Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.