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Investment Management
Lagging effect of tightening monetary policy will weigh on credit
The overwhelming demand for credit has provided a strong tailwind but caution is warranted.
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Investment Management
Three things to know about private markets
In uncertain market conditions, investment in private markets can mean stability, return and income potential, and resilience.
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Investment Management
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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Investment Management
The US economy has defied recession. What now?
A “soft landing” is undoubtedly positive, but there are reasons to be cautious.
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Investment Management
Can strategic fixed income positioning unlock higher yields?
Fixed income investors are in a phase where rate cuts are the next big move to play for and strategic fixed-income positioning can help unlock income and returns in a rate-cutting cycle.
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Financial Advice
Can AI lead thematic investing back to glory?
Thematic investing could be poised for a standout year for cloud, cybersecurity, 5G and genomics.
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Investment Management
What does higher for longer mean for private equity?
Private equity holds strong despite "3D Reset" causing inflation and interest rate hikes.
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Investment Management
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to shareholders- but they are not income, they are just a return of capital.
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Financial Advice
Is Vietnam the next Asian tiger?
Tailwinds are gathering to support another major leap.
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Financial Advice
Winning picks in AI and reinsurance
Companies that were benefiting and supported by artificial intelligence (AI), and the favourable pricing environment in the insurance sector, translated into profits in 2023.
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Investment Management
What's the outlook for investors in decarbonisation?
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
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Financial Advice
Building resilient multi-asset portfolios
Identifying companies with quality attributes can help build resilient multi-asset portfolios.
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