Disruption and the core infrastructure investor
Chinese renminbi Assumptions
New Taiwan dollar Assumptions
Key findings from the Multi-Asset Solutions Strategy Summit
Michael discusses this year’s Eye on the Market Energy paper. Topics include the unattainable objectives of the Green New Deal, an overview of the world’s de-carbonization challenges, Germany’s energy transition and Trump’s War on Science.
As late cycle challenges arise, how can investors continue to build discipline in alternative portfolio construction?
The food fight between the President and the Fed Chair could result in too much easing, and the expansion of valuations beyond sustainable levels. The other food fight: leveraged loan issuers vs buyers. Issuers are winning this fight hands down due.
Amid an influx of new private credit lenders, our team helps to identify pockets of quality for private credit investing. Find out more here.
Seeking income in a low rate environment has seen investors search for yield in riskier assets. While the risk associated with higher yielding investments can’t be eliminated, we look at three ways in which that risk can be reduced.