Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Global Perspectives Podcast: How much is stagflation a concern for REITs?
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Global Perspectives Podcast: How much is stagflation a concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Is the UK market at a crossroads?
Job Curtis, Portfolio Manager of The City of London Investment Trust – one of the world’s oldest – talks about the impact of rising inflation, soaring energy prices,and the war on Ukraine on the UK market. Job also touches on the role oil and mining companies will play in decarbonizing the planet and the energy transition.
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Bullish inversion: a novel take on the flattening yield curve
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
Research in action: tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
Taking the long view (PDF)
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Research in Action Podcast: Tech’s mega themes show no signs of slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.