EM Monthly – Going for Growth
Key Takeaways For investors in emerging markets, India is potentially one of the most exciting...
Perspectives
What’s Hot: Supportive Market Outlook for Corn and Wheat in USDA’s First 2024/2025 Forecasts
Key Takeaways The prospects for corn and wheat prices are improving following the favourable estimates in the May World Agricultural Supply and Demand Estimates (WASDE) report. USDA raised its estimate...
Latest Articles
Should Politics Matter for European Investors?
“We are merely reminding ourselves that human decisions affecting the future, whether personal or political or economic, cannot depend on strict mathematical expectation, since the...
Supercore and Core Inflation in the US
Strong supercore inflation in March was a factor that caused financial markets to reassess their expectations about US interest rates. In this edition of Infocus,...
The Impact of Higher Interest Rates on Banks and the Attractiveness of CoCo Bonds
Key Takeaways As interest rates remain higher for longer, banks continue to benefit from tangible improvements in margin and return on equity, leading to lower...
Most Viewed
Are Defense Stocks Becoming Ethical Investments?
As ongoing peace in Europe looks less certain, the debate about whether defense stocks are...
Building a Liquidity Ladder
Head of Rates & Cash, Craig Inches, discusses the importance of security and diversification in the...
Corporate Credit Snapshot – May 2024
Key Takeaways Global credit generated negative returns as rates moved higher in April driven by...
Trending
Japan’s Corporate Transformation Fuels Renewed Optimism
After a 34-year wait Japan’s stock market has reached a...
Impax Receives Top Scores
Impax has been awarded top scores across all applicable categories...
Zinc: A Rising Star Among Energy Transition Metals
Key Takeaways Zinc meaningfully outperformed the broader commodity basket during...
The Changing Face of Emerging Markets
As always, the only constant in emerging markets is change....
More Articles
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 bridges to...
Golden Age for EM Bonds
Sharply rising precious metals prices and strong fiscal and monetary stances in EM bonds may provide opportunities...
The Green Arc of Steel’s Transition
Emerging technologies are poised to reduce the steel industry’s environmental impact, creating compelling investment opportunities in the...
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, indicating we are in the stage of...