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Volatility challenges: time tested thoughts on navigating unsettled markets
Timely thoughts for investors to deal with today’s key challenges.
Inspiring the next generation of female investors and professionals
Why the financial services industry needs to play a role in educating our youth about money and investing.
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
The UK’s dovish turn: the £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Global Perspectives podcast: the high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
Addressing the systemic impacts of biodiversity loss
Why we believe biodiversity loss is a crisis that could have systemic impacts akin to climate change.
In accelerating policy normalization, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Market volatility amplifies themes in industrials
Considering long-term themes in industrials during the latest stretch of market volatility.
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Earth day 2022: investing in climate literacy to manage risk
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
Research in action: tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.