Bond Navigators: Bund Yields March Higher
Germany sets dial to ‘11’: European government bond yields sent through roof as Germany unveils...
Perspectives
Germany’s Emissions Fall But More is Needed
Continued reductions in greenhouse gas emissions make Germany’s 2030 targets look achievable given continuing efforts – amid a still concerning global picture. Germany is reducing its greenhouse gas emissions and making good...
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Quantitative Strategies: Distilling the Best of Active and Passive
Quantitative strategies represent the best of active and passive approaches. They’re able to generate additional alpha but at low cost and market levels of risk....
Zennor: Japanese Companies ‘Can’t be Flabby and Unfit Any Longer’
“Zennor Asset Management’s CIO explains why shareholders tend to value Japanese companies according to what they do, not what assets they have.”
Emerging Market Debt Outlook: All Roads Lead to the US
The start to 2025 has been anything but boring for the world’s financial markets and especially so for the emerging markets. But as the world...
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Global Small-Caps: A Source of Innovation in Sustainability
Small-caps are helping to drive sustainability-related trends and creating opportunities for investors. Key Takeaways Many...
Trump’s Whirling Dervish Ways Contrast China’s Softening Approach
The intricate interplay of global politics and economics since President Trump’s inauguration has profoundly impacted...
COVID-19 – Five Years On
On 11 March 2020, the World Health Organisation declared Covid-19 a global pandemic. Five years...
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Taking Another Look at ESG Integration in Sovereign Investments
Drawing on four years of experience in implementing Environmental, Social...
Why Global Fixed Income Strategies are Important in Today’s Market Environment
With the macroeconomic environment becoming more uncertain, investors should be...
Decoding Tariffs: What’s the Economic Impact?
A new round of tariffs targeting Canada, Mexico and China...
Beyond the Plate – Why we Favour Personal Care Over Food Companies
Mark Denham, fund manager of the FP Carmignac ICVC European...
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A Storm Warning for Safe Havens
The aim of Donald Trump’s administration is disruption – also regarding geopolitics. The bond market is currently...
Green Footprints?
Nature-related risks, including biodiversity loss and climate change, are growing concerns for real estate investors. These risks...
SustainAbility: Are we in the Early Stages of an Innovation Gold Rush in Healthcare?
Exposure to the healthcare sector and to our next generation medicine theme has been core to our...
Artificial Intelligence in Transition
From American titans to new international players Two years after the explosion of mainstream artificial intelligence (AI),...