Tag: Equities
In Response to Inflation, We Must be Bold and Optimistic!
Inflation should ease considerably in Europe starting in September. Does...
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Clean Economy strategy – April 2022
Ukraine crisis has pushed energy independence into focus as a...
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The Death of Equity Income? Far From It
Equity income funds have historically been a staple of many...
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The Coming Real Estate Renovation Wave – And What it Means for Investors
In our first View from Private Markets newsletter we set...
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Metaverse: The Next Big Computer Revolution
Portfolio manager Alison Porter discusses the concept of the metaverse,...
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CLOs Have the Fundamentals to Absorb Recession
As inflation continues to outstay its welcome in the global...
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Synthetic ESG Indices: Growing Investor Appetite Drives Innovation
Simon Bentley looks at ESG and passive synthetic equity exposure...
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High Yield Bonds: The Useful Side of Supply Constraints
Fixed income portfolio managers Seth Meyer and Tom Ross note...
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Return of Bond-Equity Correlations Could Offer Respite for Investors
The broad-based sell-off that has faced investors since the start...
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Market Snapshot: Equities Tumble as Inflation Reality Bites
The US consumer price index rose at an annual pace...
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