For financial professionals in Italy
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
Subscribe for relevant insights delivered straight to your inbox
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in US small-cap growth stocks.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.