Tag: Markets and Economy
Investment Strategy Insights: This Time, Slower Growth in China May Not Trigger ‘Net’ Stimulus
China has had a flair for using periods of strengthening...
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Euro CLOs a Top Pick for 2022
Markets have clearly experienced some periods of volatility this year,...
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BAKERSTEEL Precious Metals Fund Q3 2021 Investment Manager’s Commentary
Highlights: Negative sentiment towards precious metals persisted during the...
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Responsible Investment Quarterly – Q3 2021
View the Q3 2021 edition of the Responsible Investment team’s...
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Macroeconomic Outlook 2022: Compression, Decompression, Absorption
Key points We expect pressure on global supply to gradually...
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Credit Exposure Should be Smart and Short in 2022
Fundamentally the outlook for 2022 appears less supportive than it...
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One Chart that Caught Our Eye Recently was the Current and Historic Bid-Ask Spreads in High Yield.
Among the feedback that we often receive is that high...
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Japan Stocks: Building on 40 years of Growth Investing.
As the Baillie Gifford Japan Trust enters its fifth decade,...
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Upwardly Mobile: Credit’s Quest for Glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore...
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