Notes from a visit to a high-end cable manufacturer – a company that is vital for the transmission of clean energy from production to consumption points.
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Can thematic investing continue to drive European stocks higher, despite sticky inflation and uncertainty over interest rates?
Why assessing macroeconomic drivers such as government debt, national savings, and monetary policy are key to investing in the EM space.
The conditions that have buoyed credit markets in recent months look set to continue.
Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
The physical world is replete with examples of how combining things can create something special – the same can be true in the world of finance.
How do you construct an absolute return strategy to stand the test of time?
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.