Global Perspectives
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
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Global Perspectives Podcast: How much is stagflation a concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
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Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
Listen nowResearch in Action
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
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Research in action: can the energy recovery continue?
Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.
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Research in action: FinTech’s extraordinary evolution
A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.
Listen nowEnvironmental, Social and Governance (ESG):
Find out how environmental, social and governance (ESG) considerations are embedded within our organization and investment principles.