With inflation stubbornly weak, the European Central Bank (ECB) is now expected to act. What would more monetary stimulus mean for investors?
Global markets and multi-asset portfolios
Disruption and the core infrastructure investor
Trade rhetoric is dominating news flow, weighing on risk assets. What could be the implications for US growth and inflation, and how is the outlook reflected in valuations?
With the European Central Bank (ECB) almost certain to start quantitative easing again, what is the outlook for European credit?
With the European Central Bank (ECB) set to resume quantitative easing, can European high yield spreads return to their lows of the last time around?
Emerging market (EM) central banks are following their developed market peers with easier monetary policy. What are the implications for EM debt?
The year started with global macro data and quantitative valuations moving in opposite directions. Can this trend continue, or will one side give way?
Our approach to ESG in Real Estate Americas