Tag: Equities

Digital Economy Strategy – April 2022
Despite volatile markets, we saw strong results from enterprise focused...
View
Synthetic ESG Indices: Growing Investor Appetite Drives Innovation
Simon Bentley looks at ESG and passive synthetic equity exposure...
View
In Response to Inflation, We Must be Bold and Optimistic!
Inflation should ease considerably in Europe starting in September. Does...
View
Clean Economy strategy – April 2022
Ukraine crisis has pushed energy independence into focus as a...
View
The Death of Equity Income? Far From It
Equity income funds have historically been a staple of many...
View
The Coming Real Estate Renovation Wave – And What it Means for Investors
In our first View from Private Markets newsletter we set...
View
Metaverse: The Next Big Computer Revolution
Portfolio manager Alison Porter discusses the concept of the metaverse,...
View
CLOs Have the Fundamentals to Absorb Recession
As inflation continues to outstay its welcome in the global...
View
Synthetic ESG Indices: Growing Investor Appetite Drives Innovation
Simon Bentley looks at ESG and passive synthetic equity exposure...
View
High Yield Bonds: The Useful Side of Supply Constraints
Fixed income portfolio managers Seth Meyer and Tom Ross note...
View