The momentum behind sustainable investing
Investors increasingly need insight into one of the most profound and fastest-growing topics today: sustainable and ESG investing.
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What’s in store as the rate cycle turns?
What’s in store as the rate cycle turns?
Ariel Bezalel and Harry Richards assess the factors that helped tame inflation and analyse the prospects for the global economy in the months ahead.
Tempo di lettura -5 min.
10.09.2024
Bonds: Is the inflation genie back in the bottle?
Bonds: Is the inflation genie back in the bottle?
Mark Nash, Huw Davies and James Novotny expect continued fiscal spending to underpin inflation in the months ahead, which will keep central banks on their toes.
Tempo di lettura -5 min.
04.09.2024
Seeking a safe port in a storm
Seeking a safe port in a storm
Recent volatility should remind us of the importance of seeking shelter from market storms, says Amadeo Alentorn, lead investment manager, Jupiter systematic equities.
Tempo di lettura -3 min.
04.09.2024
Singapore: The best of both worlds
Singapore: The best of both worlds
Investment managers Jason Pidcock and Sam Konrad explain why they like Singapore, as it offers emerging market exposure with developed market quality and governance.
Tempo di lettura -5 min.
03.09.2024
Asia Pacific equities: A “quality income” approach
Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
Tempo di lettura -4 min.
22.08.2024
The Hitachi blueprint: corporate restructuring in Japan
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Tempo di lettura -9 min.
25.07.2024
I tassi più alti iniziano ad incidere
I tassi più alti iniziano ad incidere
Ariel Bezalel e Harry Richards discutono di come l'economia statunitense stia finalmente risentendo dell'impatto dell'aumento dei tassi e di quali siano i punti di forza dell’offerta obbligazionaria.
Tempo di lettura -5 min.
23.07.2024
Emerging market debt: Will focus return to EM fundamentals?
Emerging market debt: Will focus return to EM fundamentals?
Investment managers Alejandro Arevalo and Reza Karim discuss their outlook on emerging market debt for the rest of 2024 and into 2025.
Tempo di lettura -5 min.
17.07.2024
Titoli di Stato italiani: La diversificazione è fondamentale mentre l'incertezza avanza a livello globale
Titoli di Stato italiani: La diversificazione è fondamentale mentre l'incertezza avanza a livello globale
Mark Nash, Huw Davies e James Novotny sostengono che un portafoglio a reddito fisso che combini un’esposizione a titoli di Stato italiani con una strategia absolute return con un buon track record si possa rivelare vantaggioso nel lungo periodo.
Tempo di lettura -5 min.
16.07.2024
The dollar and its rivals
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
15.07.2024
UK general election: our experts react
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Tempo di lettura -6 min.
05.07.2024
Why healthcare and telecoms stand out in US high yield credit
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
Tempo di lettura -4 min.
01.07.2024
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