Where is the value in emerging markets equities?
Where can investors find sustainable sources of return?
Why consider factor based fixed income investing?
What value does alternative beta bring to institutional portfolios?
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Article discussing how low growth, low yield environments are good for equity income investing.
Analysis of Italy's highly volatile political environment, and the possible implications for the markets