Tag: Market Recovery
Shifting Gears: Emerging Market Prospects are on Track
Across markets and asset classes, investors faced challenges and benefited...
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Living in a Post-Peak Growth World
As the world economy moves on from the pandemic, emerging...
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The Next Big Opportunity in Levered Credit
Sitting on a financial powder keg? Equities are near...
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Climate Change: Reassessing the Risks of Wildfires
The 2020 wildfire season in the US was among the...
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BAKERSTEEL Electrum Fund Q2 2021 Investment Manager’s Commentary
Highlights: Industrial metals performed well, as the recovery from...
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Some Like it Hot – The True Beneficiaries of Global Warming
55% – that’s how much the European Commission wants to...
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Value Versus Growth: More Than Just a Binary Bet?
With growth companies riding high for much of the last...
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How the World’s New Megacities Could Present Opportunities for Investors
Presently more than half the world’s population, at 55%, lives...
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EM titans: How China and India are Driving Growth for Fixed Income Investors
Changes in domestic consumption patterns in emerging markets and the...
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