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Global technology outlook: prioritising company fundamentals

Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.

Breaking down risk within high yield

Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.

ISG Insight: Thriving in the bond market

Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.