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Institutional Investors
Mega-IPOs and rising equity supply
Mega-IPOs: Rising aggregate supply and euphoria - a risk in markets?
Fisher Investments Europe warns that a wave of mega-IPOs is about to flood equity markets with supply,...
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Professional Investors
UK savers want more support as retirement saving pressures grow
UK savers want more support as retirement saving pressures grow
While automatic enrolment has helped millions of UK workers start saving for retirement, many still feel...
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Professional Investors
First‑order fears, second‑order thinking: Why we own Compass Group
Compass Group: When controversy creates value
By focusing on cash flows, end-market exposures and valuation, Redwheel's Global Equity Income team seeks...
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Professional Investors
Multi-year outlook: Rupture and resilience
Multi-year outlook: Rupture and resilience
A global economic environment defined by fractured alliances, fiscal strain, and massive-scale AI investment...
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Professional Investors
Value stocks: The cash-flow case for a continuing comeback
Value stocks: The cash-flow case for a continuing comeback
Are value stocks finally turning the corner? Recent trends are encouraging.
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Professional Investors
Terms of Trade: The Quiet Tailwind Behind Emerging Market's Comeback
Terms of trade: The quiet tailwind behind emerging market’s comeback
Improvement in emerging markets' terms of trade is helping to strengthen external balances, support currencies...
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Professional Investors
The world's biggest market is hiding in plain sight
The world's biggest market is hiding in plain sight
With US $9.6 trillion traded every day, the foreign exchange market sits at the heart of global trade...
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Professional Investors
June Fed Meeting: Policy Signals from the New Chairman
What did we learn from June's Fed meeting?
Explore the latest FOMC policy decision, economic backdrop, leadership transition, and what it may mean...
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Professional Investors
European energy security: Vulnerabilities and opportunities
European energy security: Vulnerabilities and opportunities
Trade wars. Real wars. Energy security. All three are back at the top of the agenda. What does this mean...
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Professional Investors
The hunt for alpha in frontier markets as EM debt recovers
The hunt for alpha in frontier markets as EM debt recovers
EM debt has recovered from March weakness, as investors refocus on frontier market opportunities despite...
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Professional Investors
Strong yields offer upside as risks linger
Strong bond yields offer upside as risks linger
Bonds hit a sweet spot for income and diversification
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Professional Investors
Investing for change: client strategies and concern
Investing for change: Client strategies and concern
Deutsche Bank's new report discusses the results of its extensive annual client survey. This year focused...
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