Blog

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Perspectives
Credit Exposure Should be Smart and Short...

Fundamentally the outlook for 2022 appears less supportive...

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Perspectives
One Chart that Caught Our Eye Recently...

Among the feedback that we often receive is...

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Perspectives
Risk-Off Sentiment Presents Yield Opportunity in Good-Quality...

We all shuddered along with markets when, on...

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In Depth
EV Lover, She’ll Take Your Heart Because...

Road transport is one of the largest contributors...

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Perspectives
Japan Stocks: Building on 40 years of...

As the Baillie Gifford Japan Trust enters its...

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Perspectives
Upwardly Mobile: Credit’s Quest for Glory

Fixed income portfolio managers Tom Ross and Tim...

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Perspectives
Inflation Risks: Calibrating Multi-Asset Income Investment Tactics.

Changing workforce demographics, Covid and climate change are...

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In Depth
Change of focus

Key points   The Omicron variant may change...

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Perspectives
Green Power Hub Signals Winds of Change...

Neoen’s 157 MW Kaban Green Power Hub will...

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In Depth
A New Era of Inflation – Time...

It is increasingly clear that consumers and businesses...

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