Search

Key points Factor investing allows investors to identify and classify common characteristics of companies which deliver identifiable and repetitive patterns of...

Despite the challenges of 2022, underlying credit fundamentals for US investment grade remained relatively strong as corporate earnings proved more resilient th...

Beyond the additional hikes in the US, UK, and Euro area this week, we don’t expect a change of tone from the central banks. We take a hard look at the likeli...

Key points In May, Turkey’s President Erdoğan is running for his re-election. Whatever the result, painful fiscal, monetary and credit policy adjustments nee...

Key points Global growth looks set to slow, but this should help ease inflationary pressure while interest rates appear close to peak levels We are positive on...

China’s pitch to international investors collides with keen focus on supply-line diversification General optimism at the WEF around economic prospects may und...

Key points Access to digital services and solutions is an important part of an inclusive, sustainable and resilient economy Data suggests that most information...

There are several themes which could support better market returns going forward. Concerns that bond returns could be positive when central banks are still rais...

As investors, we are often liable for thinking in specific asset class buckets rather than taking a broader view of the investment universe. Yet, taking a cross...