For Institutional Investors in the US
We believe in the sharing of expert insight for better investment and business decisions. We call this ethos Knowledge Shared.
European Equities: Will Inflation Be Transitory for Longer?
Questioning whether inflation will become more persistent and what this means for European equities.
Subscribe for relevant insights delivered straight to your inbox
From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.
From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.
A closer look at the different measures of risk in high-yield bonds.
With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.
A discussion of China’s challenges and responses to an aging population and what this means for investors.
A discussion on the impact of rising rates on traditional asset classes and trend-following strategies.
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
On the challenges of forecasting interest rates in uncertain markets.
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.