Tag: Equities

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The High Cost of ‘Insurance’ in Today’s ‘Aggregate’ Benchmark

Portfolio Managers Seth Meyer, John Lloyd and Head of US...

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December Op-Ed – Omicron and Macro

Key points   Omicron seems to be less severe, but...

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Republic of Peru Debuts its Sustainable Bond Framework

Sustainability and Social Bond issuances mark the country’s foray into...

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Addressing the Challenging High Standards of High Yield

There are a number of market inefficiencies and structural challenges...

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What is Driving the Sudden Spate of Telecoms Buyouts and is it Good for Investors?

The European telecommunication industry has been the problem child of...

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2022 Market Outlook: Normalisation in motion

2022 will likely be characterised as a ‘normalisation year’ much...

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Making Virtual Account Management a Reality in Asia Pacific

A calibrated, progressive approach of implementing virtual accounts can be...

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2022 Market Outlook: China Redefined

China’s growth is slowing as policy makers adopt a framework...

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Fixed Income: From Recovery to Expansion

In 2022 we expect the market narrative to transition to...

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Data, Finally

Key points   New data on Omicron confirms it is...

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