With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.
MBS: A Window of Opportunity in Fixed Income
When the rising tide that lifts all boats subsides
This year’s bond market selloff exposed the risks embedded in relative-return strategies tethered to market cap-weighted benchmarks.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
Opportunities expand as emerging markets evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
Rethinking the role of small cap stocks
Smaller companies are often viewed as an important tool for boosting capital growth when building a retirement pot but are frequently overlooked in the decumulation phase as a reliable income producing asset. Here, we find out why the team at Henderson Smaller Companies Investment Trust think smaller companies should be part of any drawdown portfolio.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
Opportunities Expand as Emerging Markets Evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
Global Perspectives: Opportunities from ESG headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.
Investing in the EV revolution
As the push to electrify vehicles steps up, demand for the minerals required to build them is set to intensify.
What Does Amazon’s Warehouse Slowdown News Mean for Industrial Real Estate?
Providing context to news of Amazon’s warehouse slowdown and the implications on the industrial real estate sector.