Eastern Building Blocs: Seeking Opportunities in Bond Markets
As portfolio manager for the Carmignac Global Bond strategy, Abdelak Adjriou, continually seeks to find...
Perspectives
Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?
We consider the distinction between dividend yield and total return, and the balance between them when investing in dividend-paying companies. These two key concepts in equity investing occur frequently –...
Latest Articles
EM Local Currency Bonds Shine as U.S. Dollar and Rates Wobble
EM local bonds are outperforming in 2025, offering high yield, diversification, and strong fundamentals amid U.S. market weakness. Emerging markets (EM) local currency sovereign bonds...
In Credit Weekly Snapshot – June 2025
‘Take it to the limit’ … Markets at a glance Dazed and confused Markets at a glance
European Real Estate: Shelter Amid ‘Tariff-Fying’ Times?
U.S. policy uncertainty means Europe might now be going from stagnant economic laggard to a potential oasis of calm for investors. Revisions to German spending...
Most Viewed
View From The Top: Don’t Panic (Too Much)
View from the very top: There is a path out of current uncertainty. 2025 to-date...
Graph of the Week – ‘IT Factor’ Stands Out in US GDP Data
One indicator of demand in the US economy stood out in the latest GDP data:...
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical order, upended the global trade...
Trending
US-China Trade War: The Art of Failure
In just three months, President Trump buried the post-1945 geopolitical...
Healthcare Innovation is Revitalising the Sector
Despite healthy prospects and long-term drivers, healthcare stocks have been...
Season 7, Post 16: On Robots, Races and Research
Your author has participated in many half marathons (and has...
Encouraging Businesses to Invest in Climate Action Through Deposits
Discover how Nordea’s “Deposit with Climate Focus” product allows businesses...
More Articles
ECB Update: Adapting to be agile
A few short weeks ago, expectations around the European Central Bank’s (ECB) April 2025 Monetary Policy meeting...
US Tariffs Break the USD Bull Case
Tariffs are net negative for the USD—they act as a major tax on businesses and consumers and...
Market Narratives
Last month we noted that there had been a change in leadership in the equity market, with...
‘Mar-a-Lago Accord’ Explained: A New Era for the Dollar?
There has been much focus on whether Trump could force the US trading partners into a so-called...