Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Nick Cherney, Head of Innovation, forecasts that European actively ETFs will grow to US$1 trillion by 2030 and what that means for investors.
Portfolio Manager Tal Lomnitzer unearths a producer of green metals with a commitment to regenerating mining’s reputation.
Three questions from our Investor Survey that can serve as useful conversation starters for meetings with clients or prospects.
Trump 2.0 has divergent implications for interest rates in the US versus elsewhere.
A resurgence in productivity underscores a significant shift toward greater efficiency.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
A recent recovery in transactions volumes is fostering optimism for appreciation in listed REITs,
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.