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Investment Management
Is inflation 'stickier' than previously thought?
The threat of more persistent inflation challenges the previous narrative of lower inflation leading to lower interest rates - the latest CPI update showed a rise of 3.5%, compared to 3.2% the previous...
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Investment Management
Key factors to consider when selecting thematic investments
Water, robotics, artificial intelligence, carbon capture and cryptocurrency are all popular themes - but what do investors need to consider before taking a thematic approach to investment?
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Investment Management
Three views on industrials
There are signs of optimism in industrials, artificial intelligence is having an impact beyond tech companies, and EVs could still be a viable investment.
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Investment Management
How to capitalise on emerging trends in green bonds
Biodiversity is the next frontier for green bond expansion and offers investors untapped opportunity.
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Investment Management
Are Low Inflation Expectations Overly Optimistic?
As the downward trend in inflation continue, inflation could reaccelerate after nearing Fed target.
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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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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
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
Connecting people to water: A vision for a conservation movement
Aquatic alliances can work to support ocean sustainability.
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Investment Management
The time is now to add real estate securities to your portfolio
Favourable valuations along with solid earnings and dividend growth support the case for real estate securities.
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Investment Management
EU raises bar for using ESG-related terms in fund names
Large numbers of funds will be impacted by the new ESMA guidelines on ESG and sustainability-related terms in fund names.
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Investment Management
Can sustainable investing be feasibly measured?
Innovations and cutting-edge solutions can ensure that the blue economy's financial tides are turning towards a better future.
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