Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Is now the time for de-risking?
Includes discussion of Europe, the US, Japan, emerging markets, and infrastructure
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?
Do high yield bonds and leveraged loans still have room to run?
What are the risk and return considerations when it comes to private credit?