Perspectives

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High Yield Bonds: The Useful Side of Supply Constraints

Fixed income portfolio managers Seth Meyer and Tom Ross note how low primary supply (new...

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Return of Bond-Equity Correlations Could Offer Respite for Investors

The broad-based sell-off that has faced investors since the start of this year has been...

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China ETFs in the Current Volatile Environment

The shift towards the exchange traded fund (ETF) vehicle as a wrapper for an investment...

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Market Snapshot: Equities Tumble as Inflation Reality Bites

The US consumer price index rose at an annual pace of 8.3% in April, which...

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A Word with Our Expert on Green Bonds

‘The green bond universe is an attractive alternative to conventional debt’ Provided they are carefully selected, green...

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Graphite – The Diamond in the Rough at the Centre of the Battery Revolution

Please read the latest update from Baker Steel’s team addressing the graphite sector and the opportunities we see for...

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Enter the DeepMind

Proteins are frequently called the building blocks of life because they are found literally everywhere: in our...

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Refocusing on Fundamentals in Challenging Markets

Moderating growth, conflict in Ukraine and the prospect of a secular change in inflation and interest rates...