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.
Disruption is rewriting the rules of the global economy, with many players scrambling to catch up.
A growing understanding of the human genome and robust computing power are helping transform the healthcare sector unlike ever before.
Cloud computing, mobility, the Internet of Things and artificial intelligence are some of the powerful and investable trends reshaping the global economy.
Portfolio Managers Seth Meyer and Brent Olson and Fixed Income Risk Manager Nirav Thakkar discuss their analysis of high-yield spread distributions over the last decade and share their findings on whether tight spreads may indicate an increased risk of weak performance in the future.
Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.
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.
A post a month ago argued that global monetary developments in early 2020 would be key for assessing economic prospects.
Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.
Chinese money and credit numbers for January were probably little affected by the coronavirus shock, which had limited economic impact until this month.