Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
What would a Conservative government mean for sterling?
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
The potential for unilateral US currency intervention arose as a topic of research interest last year, and discussion has intensified over recent weeks.
We expect the US dollar to underperform ahead of the first Federal Reserve (the Fed) interest rate cut of this cycle.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
What investors should consider
Shifts in global regulations will alter the insurance industry worldwide. Read more
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.