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
CIO Perspectives: Healthcare investment approaches and enterprise-level considerations
Investment grade credit has been a standout performer in 2019. Given the ongoing macro uncertainty and recent spread tightening, can the rally continue?
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?
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?
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.
Small businesses in the US are becoming more cautious about the economic outlook – the National Federation of Independent Business’ (NFIB) Small Business Optimism Index fell 1.3 points to 101.8 in September.