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European high yield is not for passive investing
European high yield is not for passive investing
Passive European high-yield strategies may not be as cheap as they appear, and may pose more risk than...
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Professional Investors
Why break down liquidity silos?
Why break down liquidity silos?
Breaking down the boundaries between liquid and illiquid assets could better align portfolios to our...
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Professional Investors
UK Tech Giant Hiding in Plain Sight?
UK Tech Giant Hiding in Plain Sight?
LSEG isn't immune from the various criticisms levelled at the UK's pedestrian markets. So why does its...
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Professional Investors
Value is back in IG credit
Value is back in IG credit
Elevated bond yield levels and an improving picture for investment grade bonds could bode well for fixed...
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Professional Investors
Attractive yields but narrow spreads: what's the solution?
Attractive yields but narrow spreads: what's the solution?
To overweight or underweight.
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Professional Investors
Year of The Dragon: Cautious But Excited on China?
Year of The Dragon: Cautious But Excited on China?
Given the risks, MIM is still exercising a degree of caution in the amount of capital it has deployed...
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Professional Investors
Investors must stay the course in equity market
Investors must stay the course in equity market
Long-term focus on investment in high quality companies could help investors secure longer term gains....
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Professional Investors
Investing in China means embracing discomfort
Investing in China means embracing discomfort
Sentiment toward China is weak, but opportunities exist for investors who seek them.
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Professional Investors
Building momentum: the 2024 outlook for ESG regulation
Building momentum: the 2024 outlook for ESG regulation
What's in store this year?
Professional Investors
Is private credit a multi-year opportunity?
Is private credit a multi-year opportunity?
The vintages over the next couple of years are going to be very, very attractive from a return perspective...
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Professional Investors
Six reasons why US small-cap stocks look encouraging
Six reasons why US small-cap stocks look encouraging
A potentially big opportunity.
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Professional Investors
Fed wants more certainty before cutting rates
Fed wants more certainty before cutting rates
The risk of inflation getting stuck at above-target levels, or even reaccelerating, remains crucial for...
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