Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Is there a simple route to adjust a portfolio’s exposure to interest rates and equity market gyrations in 2023? James de Bunsen explores.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
In this episode, Myron, in conversation with Phil Maymin, compares and contrasts the market efficiency of stocks and options.
Assessing emissions can be challenging for non-traditional assets. Closer analysis of carbon data can help better understand climate-related risks in CLOs.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?