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Investment Management
Hunt unveils tax cuts in pre-election Budget
‘Budget for Long Term Growth’ delivers lower taxes, better public services and more investment.
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Investment Management
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 you think.
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Investment Management
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 share price continue to creep upwards?
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Investment Management
Attractive yields but narrow spreads: what's the solution?
To overweight or underweight.
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Investment Management
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 across the full range of opportunities.
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Investment Management
Navigating the rate descent
Be optimistic on alpha generating opportunities, but still with an up in quality bias and a global lens in terms of putting together the optimal portfolio.
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Investment Management
Research: small-mid private equity has outperformed
Outperformance and greater resilience than large funds.
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Investment Management
Unpicking opportunity in the right asset class
A shifting inflationary picture is influencing asset classes and portfolio management.
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Investment Management
Navigating uncertainty with alternative investments
How investors can adapt to today’s market landscape.
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Investment Management
What’s hot and what’s not in emerging markets this year
Raheel Altaf is underweight ‘fashionable’ regions like India and Taiwan.
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Investment Management
Where will the cash stockpile move to in 2024?
Three possible scenarios as US interest rates peak.
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Investment Management
Fixed Income: Three key messages for investors
The decision that managers of strategic bond funds need to take is not simply whether to increase or decrease the fund’s high-yield beta or its duration: stock selection matters once again.
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