For Financial Professionals in the US
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge Shared.
How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?
From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.
Subscribe for relevant insights delivered straight to your inbox
Navigating a core bond portfolio in a rising rate environment.
Investors are repricing inflation risk within bond markets, but there may be more to consider.
The recent steep rise in yields has unsettled markets.
Negative real yields have punished savers for much of the past decade.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Considering the implications of President Biden’s planned $1.9 trillion fiscal stimulus for the U.S. economy, monetary policy and the markets.
A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.
A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.
Assessing the risks and opportunities of higher government bond yields.
Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.