Avinash Vazirani discusses the role that domestic investors play in the Indian stock market, and looks at some of the tailwinds helping drive India’s economic growth.
El optimismo en torno a la renta fija brilló por su ausencia en 2022, pero Ariel Bezalel y Harry Richards afirman que existen motivos para creer que 2023 puede suponer un cambio de fortuna para los mercados de renta fija.
Alejandro Arévalo y Reza Karim explican por qué creen que la deuda de los mercados emergentes se encuentra en una buena posición para beneficiarse de la reapertura de China y la mejora de los fundamentales.
Rhys Petheram, Investment Manager, Environmental Solutions, discusses trends around the pricing of green assets.
Dan Carter discusses three of the key factors for investors in Japan to be thinking about now, especially in light of the Bank of Japan’s surprising policy moves.
The Value Equities team provide an insight into the companies they have engaged with in 2022 as part of their annual stewardship report.
In their second annual stewardship report, the Global Value Equities team provide an insight into how they have engaged with the companies in which they invest.
Anna Karim underscores the importance of engaging with companies to raise their awareness about climate change and how that can give a fillip to their businesses.
Vikram Aggarwal sets the scene for bond markets in 2023, as yield finally returns to the asset class. Could market fears transfer from duration to credit quality in 2023?
Anna Karim describes our recent engagement with NatWest, in which we discussed their progress against a variety of sustainability metrics.