The investment landscape is changing as savers and governments place greater scrutiny on environmental, social and governance (ESG) factors. In this piece we highlight the driving forces and discuss the ways in which investors can include ESG factors
The results of the US midterm elections were largely in line with expectations, with one important wrinkle.
THE INVESTMENT OUTLOOK FOR 2019: MID-YEAR UPDATE
Investment grade and high yield credit in emerging markets have delivered divergent performance over the summer. Could this trend reverse, or is investor caution warranted in the high yield space?
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
While weaker headline earnings growth in future quarters could unsettle investors, many underlying factors suggest corporate health remains strong. What is the full story for investment grade credit?
US investment grade yields are at an eight-year high, after considerable moves higher year-to-date. With midterm election uncertainty in the rear view mirror, could now be an opportune time to add some exposure?
As we hold our latest Investment Quarterly meeting, we take a look at how 2019 has played out so far. Dovish central bank policy has propelled markets to strong returns, but trade remains a key risk.
UK wages grew at the fastest pace since 2008 in July, with the three-month average growth rate for wages including bonuses reaching 4% year on year.