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 investment implications of tax reform
Investment Outlook 2018
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
This paper discusses the evolution of China’s economic policy after the 19th National Party Congress and how it impacts our view on Chinese equities.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
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?