High Yield Bonds: The Useful Side of Supply Constraints
Fixed income portfolio managers Seth Meyer and Tom Ross note how low primary supply (new...
Perspectives
Metaverse: The Next Big Computer Revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors. Key takeaways The metaverse has some very disruptive characteristics, but remains...
Latest Articles
Historically Wide Spreads Make Euro Financials an Enticing Proposition
The cycle and the spreads: 17 May 2022 A week of inflation data: still higher than expected, everywhere. Financial subordinates in the euro zone:...
CLOs Have the Fundamentals to Absorb Recession
As inflation continues to outstay its welcome in the global economy, we have previously discussed the impact of rising input costs on corporates and how...
Synthetic ESG Indices: Growing Investor Appetite Drives Innovation
Simon Bentley looks at ESG and passive synthetic equity exposure Environmental Social and Governance (ESG) considerations remain at the forefront of investors’ minds, because of...
Most Viewed
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...
China ETFs in the Current Volatile Environment
The shift towards the exchange traded fund (ETF) vehicle as a wrapper for an investment...
Market Snapshot: Equities Tumble as Inflation Reality Bites
The US consumer price index rose at an annual pace of 8.3% in April, which...
Trending
Five Factors in Favor of International Real Estate
Sven Schaltegger knows the global real estate markets like no...
What to Watch for Next as Investors Navigate Volatile Markets
With markets volatile as inflation forces central banks’ hands, investors...
The Great Wave of Yen Weakness
Templeton Global Equity Group highlight that the weaker Japanese Yen...
Structured Credit: Creditworthy Income Solutions for Investors Facing Rising Rates
Asset-backed securities exposed to secular growth and pandemic recovery trends...
More Articles
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...
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...
Enter the DeepMind
Proteins are frequently called the building blocks of life because they are found literally everywhere: in our...
Refocusing on Fundamentals in Challenging Markets
Moderating growth, conflict in Ukraine and the prospect of a secular change in inflation and interest rates...