Can the U.S. Keep Up with Asia in the Chip Wars?
After decades of steadily losing ground in semiconductor manufacturing, the U.S. bets its hopes and...
Perspectives
US Economy Set to Soften in Second Half
Huw Davies analyses the implication of the US debt ceiling deal on the markets and the economy. There is no denying that this round of debt ceiling negotiations has been...
Latest Articles
What Investors Need to Know About a US Eecession, China’s Recovery, and Eurozone Inflation
Key takeaways US recession? Data suggests the US economy is certainly slowing down, but it does not tell us a recession is definitely underway. China’s...
Premier Office Space Offers Potential Opportunities as Workers Return and Tenants Demand More
KEY POINTS 1. We believe peak work from home is behind us, and that the pendulum has begun to swing.2. High quality and premier office space is...
View from Asia Pacific: Building the Treasury of the Future
With agile and proactive treasury teams, companies can strike a fine balance between addressing unexpected challenges and fulfilling key priorities. The lifting of pandemic-related disruptions...
Most Viewed
Quality and Low Volatility – The X Factors for Sustainable Investing?
Key points: A truly sustainable investment approach should consider a trinity of financials, environmental impact...
International Equities Present Mispriced Value
International equities offer historically cheap valuations relative to their own history and to U.S. equities...
Investing in Innovation
Key Points Baillie Gifford’s clients invest in innovation via the companies shaping the future...
Trending
D&I in the Private Equity Industry: Findings From PineBridge’s 2023 General Partners ESG Survey
Our 2023 survey showed continued improvement in attention to most...
The Rise of Generative AI
Generative AI has the potential to change the way we...
Jupiter Merlin Weekly: Governor to Chancellor, an Imaginary Letter
The Jupiter Merlin team imagine what the Bank of England...
Avoided Emissions – The Benefits of Tracking a Climate Positive Metric on the Path to Net Zero
The Global Natural Resources Team discusses the highlights of their...
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Mid-Cap Returns for Large-Cap Risk
The strategy currently has a definite bias toward larger cap companies. How does this fit with a...
Market Volatility Expected to Rise as the US Debt Ceiling Debate Continues
Key takeaways Talks resume On Sunday night, President Joe Biden returned from the G-7 Summit, Speaker Kevin...
Addressing Major Changes Relevant to Long-Term Responsible Investors
Washington – As we settle into 2023, we believe long-term responsible investors focused on risk management and opportunity...
PM Spotlight: A Mathematician Managing Munis
Nick Venditti, Senior Portfolio Manager of Municipal Fixed Income, has an exceptional background in municipal bond risk....