Updated each quarter, this piece explores key themes from our Guide to the Markets, providing timely economic and investment insights.
A summary of the factors driving global markets over the last month.
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
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?
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?
Our thoughts, based on our professional judgement, on IFRS 9 and other related issues, with the expectation that clients would provide definitive clarity on their individual policies and investment guidelines regarding a number of IFRS 9 aspects.
The UK population are returning to the polls, in a bid to resolve the Brexit impasse. Abundant uncertainties about the election result argue against significant positioning in sterling assets in either direction.
As investor demand fuels fundraising and intensifies the competition to put capital to work, we advocate partnering with an investment manager that has experience, prudence and skill, and has achieved returns over multiple cycles.