Considering a multisector approach for a core bond allocation.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The increasing use of AI has positive implications for the semiconductor sector.
How will this cycle be different for European equities?
While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Amid a period of higher rates and inflation, European equities could exceed expectations.
Importance of avoided emissions and the implications for investors.
The future of the tobacco industry and the implications for European investors.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
The potential benefits of moving out of money market funds into duration assets as the Fed ends its rate-hiking cycle.
How can investors put renewed activity in the primary market for convertible bonds to their advantage?