After struggling to access international financing for almost two years, several sub-Saharan African countries are now again enjoying bond market access.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
Exploring the evidence to support taking a rate sensitive (high duration) stance within a bond portfolio.
Characteristics and benefits of a listed property allocation in a diversified investment portfolio.
How investors can capitalize on a powerful secular growth opportunity: the electrification of the economy.
A necessary complement to company- and industry-level research in emerging markets is a robust understanding of a country’s macro environment and policy direction.
Beyond the Magnificent Seven, many non-U.S. tech companies appear well positioned to benefit from the explosive growth of artificial intelligence.
Yields available in the European investment grade corporate bond market remain attractive in a historical context, offering investors the potential to enjoy an attractive income and future total return.
What impact is US government spending is having on European building materials firms? Tom O'Hara explores.
Following decades of economic stagnation in Japan, the region's stocks are finally attracting investor attention again.
The Healthcare sector is one of four areas that the PCS Team have identified as having sizeable growth opportunities going forward.