The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.
Finding Smart Growth in SaaS
Recent fallen angels — a spectre of BBB downgrades to come?
Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.
Reflecting on coronavirus’ impact on bond markets
Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.
Under the microscope: disruption in healthcare
Disease treatment is changing rapidly, leading to new therapies and better long-term results for patients. Portfolio Manager Andy Acker and Research Analyst Dan Lyons discuss how these exciting advances are leading to new investment opportunities in healthcare.
Energy Outlook: A Tale of Two Halves in 2020
The world has an oversupply of oil, but the second half of 2020 could present a different picture. Learn what the change could mean for beleaguered energy stocks.
Reflecting on coronavirus’ impact on today’s bond markets
Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets today.
Reflecting on Coronavirus’ Impact on Today’s Bond Markets
Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.
Covid-19: assessing the impact on property markets
Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Election Insights: Post Primaries, Options Market Signals Low Risk
With Democratic primaries now underway, the options market remains sanguine about financial market risk.
Covid-19: assessing the impact on property markets
Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.