Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Insights
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Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Several frontier markets have exited long periods of default and have now embarked on a path of recovery. Innovation in the sovereign debt restructuring architecture can spell opportunities for investors.
Ranking the best-performing fixed income sectors through the first half of 2024.
Exploring developments within the high yield bond market as its size, constituents and ratings change.
The Portfolio Construction & Strategy Team discusses the importance of earnings growth in unearthing overlooked opportunities.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
With the potential of a far-right government in France removed, talks now begin on the balance of power in a potential coalition government – and what this means for the EU.
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
The French parliamentary elections are a potential risk event for European equities, but what did the results of the first round of voting tell us?