Tag: Markets and Economy
Don’t Worry (Yet), Be Happy
The major advanced economies are gradually slowing, but there is...
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Why Metal Thefts Signal Miners’ Investment Potential
During the energy transition metal supply shortfalls may push prices...
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AMO Japan Market Review August 2023
Japanese Investment Commentary and Market Outlook August 2023 ‘Rising yields...
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JP’s Journal: What if Base Rates Hit 8%?
Historians generally disparage ‘what if’ narratives – but it makes...
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Monthly Global House View & Investment Perspectives
Markets paused in August following the strong rally seen in...
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Expect a Few Bumps, But No Accidents, in Auto ABS
In this paper, the Liquidity Solutions team defines benefits of...
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Breaking Down Barriers to Better Pensions for Minority Ethnic Groups
We know that UK minority ethnic pension savers have less...
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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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