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Professional Investors
Is renewable tech modelling unduly pessimistic?
Is renewable tech modelling unduly pessimistic?
Has the falling cost of renewable technologies been underestimated by industry modelling?
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Professional Investors
High yield is approaching an inflection point
High yield is approaching an inflection point
Security selection is imperative in an environment of higher credit volatility.
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Institutional Investors
Markets are underestimating the rate rises to come
Markets are underestimating the rate rises to come
Hiking cycles are still likely to cause recessions in many economies.
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Professional Investors
Summer's not cancelled - consumers will be spending
Consumer discretionary stocks such as airlines look attractive.
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Professional Investors
Fixed Income Strategy Update
Fixed Income Strategy Update
PIMCO share an update to their approach to investing in fixed income assets and where they see the opportunities...
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Professional Investors
Offense and defense – health care offers exposure to both worlds
Offense and defense – health care offers exposure to both worlds
Few sectors offer defensive characteristics and attractive growth potential.
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Professional Investors
Are insurance products a damp squib?
Are insurance products a damp squib?
These days, people are increasingly interested in options that offer them real value, and when it comes...
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Professional Investors
Despite the storm, there are reasons to like European bank bonds
Despite the storm, there are reasons to like European bank bonds
Attractive valuations and resilient fundamentals support the sector.
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Professional Investors
The inflation challenge: UK unemployment will need to rise to at least 6%
The inflation challenge: UK unemployment will need to rise to at least 6%
Only a labour market downturn will solve the UK’s inflation problem.
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Professional Investors
Want outperformance? Southern European markets are hot
Want outperformance? Southern European markets are hot
Southern Europe is having its best start to the year in a long time, but drilling down to the underlying...
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Institutional Investors
Three companies with the potential for climate-friendly returns
Three companies with the potential for climate-friendly returns
We believe these issuers are leading the fight against climate change.
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Professional Investors
What next from the Fed?
What next from the Fed?
Amid an outlook for slower growth and more moderate inflation, the Fed remains coy on further rate increases....
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