A falling rate environment presents a challenge for income-seeking investors. Where can you go in the hunt for yield as cash rates decline?
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.
Assessing market reactions to the Trump administration’s recently imposed tariffs.
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
Could plans to loosen Germany's debt rules open the door to more robust growth in Europe's powerhouse economy?
A changing geopolitical landscape is helping revive once slow-growing areas of the market, such as European defense.
Lessons learned from Trump’s first term as post-election euphoria fades and the market enters its next phase of policy impacts and economic realities.
The JH Explorer series follows our investment teams across the globe and shares their on-the-ground research at a country and company level. The “Jollof Wars” is a friendly rivalry between Ghana and Nigeria over who makes the best version of Jollof rice, a popular West African dish. Each country claims superiority in preparing this flavourful
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Fiscal reform and strategic autonomy are some of the potential focal points for the new German government. Explore the perspective for credit investors.
Five transformational themes we believe are shaping the investment landscape and creating accelerated growth investment opportunities.