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Emerging Market Investment Grade Debt: An Attractive Alternative for Insurers

Key takeaways We believe emerging market (EM) investment grade hard...

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China Equities: Not a Comeback, Not a Setback

We give an on-the-ground perspective on China’s struggling economy, and...

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Are High Yield Bonds Really More Risky than Equities?

Over the last 25 years, global high yield bonds have...

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Sort the Wheat from the Chaff – Why Thorough Biodiversity Impact Research is Crucial

Key points: A variety of multi-sector opportunities exists within the...

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Global House View

Figure 1: All investments contain risk and may lose value....

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Can EM Equities Play Catch-Up in the Second Half of the Year? Spoiler Alert: We Believe So!

As last year was coming to a close, we believed...

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Azhar’s Crunching Credit – June Swoon

June was a baffling month. Inflation data didn’t subside substantially,...

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Markets Adjust to Higher Rate Backdrop

A review of the week’s top global economic and capital...

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UK Equity Income Bulletin

UK inflation exceeded expectations, but the Fund offers attractive growth...

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In Credit Weekly Snapshot – July 2023

A reversion to mean Key markets overview

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