What characteristics matter, when it comes to running an active equity long/short strategy throughout the cycle?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
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.
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.
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.
The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.