Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
Insights
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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.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
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.
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.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.