AIM on its 25th birthday has never been more important.
AIM turns 25
Welche Auswirkungen hat die Corona-Krise auf die Immobilienaktien?
In diesem Interview spricht Nicolas Scherf, Portfolio Manager, über die aktuellen Entwicklungen bei Immobilien im Allgemeinen und Immobilienaktien im Speziellen. Er erläutert, welche spürbaren Auswirkungen die Corona-Krise auf den Immobilienmarkt hat und wie es das Marktgeschehen auch in den kommenden Monaten noch beeinflussen wird.
The shape of credit
Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.
China: a steady early recovery but a moderation expected
In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.
Adapting to a changing investment world
Seven key considerations following recent Covid-19 regulatory guidance On 15 January 2020, China and the US signed a breakthrough “Phase One” deal to halt their long-running trade war and ease one of the largest geopolitical risks facing global financial markets. At that point most asset classes looked set to continue to rise until … well,
Why Secular Growth Leadership Will Likely Continue
Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.
Winners and losers from the falling oil price
Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.
Where the ESG Rubber Meets the Road
While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.
A negative fed funds rate: not yet willing – or needing – to go “there”
Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.
Are near-term debt levels a distraction?
Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.