Zinc: A Rising Star Among Energy Transition Metals
Key Takeaways Zinc meaningfully outperformed the broader commodity basket during the month of April. Investor...
Perspectives
Building a Liquidity Ladder
Head of Rates & Cash, Craig Inches, discusses the importance of security and diversification in the current market, and explains why liquidity and short term fixed income investors should aim to build...
Latest Articles
Corporate Credit Snapshot – May 2024
Key Takeaways Global credit generated negative returns as rates moved higher in April driven by sticky inflation prints. We expect further divergence between the Fed...
Japan’s Corporate Transformation Fuels Renewed Optimism
After a 34-year wait Japan’s stock market has reached a new record high, driven by optimism about corporate governance changes and attractive valuations. Following a...
Impax Receives Top Scores
Impax has been awarded top scores across all applicable categories in the UN-backed Principles for Responsible Investment (PRI) assessment report. Impax has been awarded top...
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The Changing Face of Emerging Markets
As always, the only constant in emerging markets is change. Anthony Kettle talks to us...
Transforming Construction: The Building Blocks for a Low-Carbon Future
The buildings and construction sector encompasses everything from our homes and workplaces to roads and...
Golden Age for EM Bonds
Sharply rising precious metals prices and strong fiscal and monetary stances in EM bonds may...
Trending
The Green Arc of Steel’s Transition
Emerging technologies are poised to reduce the steel industry’s environmental...
Multi Asset Fund Update: Diminished Expectations of Interest Rate Cuts this Year, But Slow Recovery Continues
Our proprietary Investment Clock is just into its Recovery zone,...
Securitized Credit as an Alternative
Securitized Credit provides exposure to a diversified pool of assets:...
Ambition, Action and Accountability: Investment and The Path to Net Zero
Gravis hosted its second ’Gravis Talks’ roundtable on 25th April 2024....
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Muzinich Weekly Market Comment: Inflation Fears or Growth Greed?
In our latest round-up of developments in financial markets and economies, we look at what’s causing government...
Signs of Life in Global Resources
Constrained supply conditions, disruptions in the supply chain and growing interest in the global energy transition may...
Consultation on Options for Defined Benefit Schemes: Our Views
In February 2024, the government launched a consultation seeking feedback on a range of proposals to provide...
ClockWise: Late Cycle So Soon?
Stocks rallied hard from October onwards on broadening signs of a soft landing – or rather a...