Fais Attention à ce que tu Souhaites. (Be Careful What you Wish for)
The French master plan in keeping Marine Le Pen and the Rassemblement National (RN) party...
Perspectives
Inflation Relief – Finally
The June 2024 US Consumer Price Index (CPI) release was met with much excitement by markets, precipitating a broad-based rally in both equities and bonds. Daniel Murray reviews the data...
Latest Articles
The Rise of Value-Conscious Consumerism
Guido Giammattei, EM Equity Portfolio Manager, looks at how value retail presents an ongoing global secular trend and shift in consumer habits. With food and...
JP’s Journal: The Reign of Spain
Spain has come a long way in 50 years – from authoritarian rule under General Franco to a forward looking and prosperous democracy. On the...
Muzinich Asset Allocation Group Monthly Update – July 2024
lease click to watch our latest Asset Allocation Group video update from Director of Product and Investment Strategy, Erick Muller. To view the presentation slides,...
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Outlook for the Infrastructure Sector
Phil Kent, adviser to GCP Infrastructure Investments Ltd, discusses infrastructure investment, emphasising the impact of high...
ClockWise: Narrow Stock Market Leadership Continues – 2024 Q2 Review
Equity markets continued to advance over the second quarter of the year. Returns on global...
Trending
A Guide to Investing in UK Windfarms
Matteo Quatraro, Head of Portfolio at Gravis, dives into the...
The Demand for Services may Stay High
High and persistent services inflation in the US has prevented...
JP’s Journal: Debating the Debates
Let’s not beat ourselves up too much. Last week, in...
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Muzinich Weekly Market Comment: Half-time
In our latest roundup of developments in financial markets and economies, we look at how various asset...
High Yield Market has Matured, While the Alternatives have Become Riskier
We’re in a more positive cycle for high yield bonds, as quality has structurally improved and average...
Election 2024: How Political Pledges Could Impact Infrastructure Investing
Last week, there was a flurry of activity as each political party rushed to issue their manifesto...
Navigating Growth
Real estate trends and opportunities in the European life sciences market A large part of economic activity...