Scott McKee, Emerging Markets Corporate Bond portfolio manager, explores the opportunity set in corporate EMD
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.
Markets are increasingly nervous about the impact of the trade war on US corporate earnings and business investment.
Andy Dacy talks about how the transportation asset class is evolving and where he currently sees the best investment opportunities.
Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
The Fed halted tightening and propelled equities to their fastest recovery ever following a bear market.