After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
What to expect after a significant reset of the US equity markets.
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
Why we feel it is prudent to apply a value lens when investing in the ESG space.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. (Recorded 25 August 2022)
How securitized sectors might play a key role for bond investors amid a challenging interest rate environment.
How the addition of floating-rate CLOs to traditional fixed-rate bond portfolios may improve risk-adjusted returns.