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.
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
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.
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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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
Higher rates begin to bite
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
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
Webcast: Higher for longer?
Webcast: Higher for longer?
Listen to the latest webcast from Mark Nash, James Novotny and Huw Davies as they address some of the important questions raised by fixed income investors.
26.06.2024
Asia Pacific for income and growth
Asia Pacific for income and growth
In his latest video, Jason Pidcock discusses the best opportunities in the Asia Pacific region, the importance of diversification, and more.
26.06.2024
Emerging market debt: Correcting six common misconceptions
Emerging market debt: Correcting six common misconceptions
Investment managers Alejandro Arevalo and Reza Karim discuss – and correct – some of the most common misunderstandings about the emerging market debt asset class.
Tempo di lettura -5 min.
17.06.2024
Webcast: A golden opportunity?
Webcast: A golden opportunity?
In this webcast, Ned Naylor-Leyland, Investment Manager, will explain the structural forces behind the recent rally in the price of gold.
12.06.2024
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Webcast: Jupiter Merian Global Equity Absolute Return Fund
Dr Amadeo Alentorn, Lead Investment Manager, Systematic Equities, in this recorded webcast on the Jupiter Merian Global Equity Absolute Return (GEAR) Fund, provides an overview of performance and attribution, and discusses the market.
06.06.2024
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