Tag: Markets and Economy
Can an Equity Income Strategy Still Pay Dividends?
Global dividend levels have returned to pre-pandemic levels, but this...
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JH Explorer in Iberia: Jamón and Copper Mining
Key takeaways: Copper has very high electrical conductivity, making...
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Emerging Market Investment Grade Debt: An Attractive Alternative for Insurers
Key takeaways We believe emerging market (EM) investment grade hard...
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Japan: Boosting Capital Efficiency
The issue of improving corporate governance has been on the...
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China + India =Powerhouse of Opportunities
Summary Asia remains a high growth region led by two...
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The Disintermediation of Lending
Private debt steps in, as banks step back The disintermediation...
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Heading to the Mainstream for Alternatives
Key takeaways: • Investors are looking for new tools...
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Midyear Outlook: Anticipating a Brief, Shallow Economic Slowdown
Key takeaways Bumpy landing Our base case anticipates a relatively...
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