Tag: Markets and Economy
Barometer: Why Japan Merits a Closer Look
Japanese stocks are a bright spot in an otherwise uninspiring...
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High Yield’s Active Advantage
Claudio Da Gama Rose, BlueBay Institutional Portfolio Manager, and Nick...
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Chart of the Month: A Surge in US Manufacturing Investment
US manufacturing investment has risen sharply in recent quarters, with...
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Nothing Short of Smart? Short-Term Alternative Finance in DC Investing
What is short-term alternative finance, and can it help improve...
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JP’s Journal: A Flash in the Pan, or Something Else?
There are some delightful British idioms. ‘A flash in the...
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Market Monitor – 25 August 2023
Global stock markets made cautious progress this week following recent...
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Thematic Insight: Managing the Human Capital Transition
Human capital is often overlooked by investors. Increasingly, however, the...
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Is China the Next Japan?
In the early 1990s Japan suffered a well-documented deflationary slump....
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Going Global with High Yield: Why High Yield is Outpacing their Investment Grade Counterparts
Claudio Da Gama Rose, BlueBay Institutional Portfolio Manager, Global Leveraged...
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JP’s Journal: Rising Global Real Yields – An Explanation
One of the great skills of the best forecasters is...
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