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Financial Advice
Post-election fiscal policy: What’s next for the US economy?
The US election is fast approaching, but it’s post-election fiscal policy that will have an even greater impact on the economy. So, what can investors expect once the votes have been counted?
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Investment Management
Should equity investors only ever buy cheap?
Should equity investors focus solely on buying cheap stocks, or is prioritising quality and long-term growth prospects a more effective strategy?
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Financial Advice
The Fed’s dilemma: Inflation, interest rates, and market impact
Explore the Federal Reserve's decade-long struggle with inflation and interest rates, questioning whether the central bank will act too late in cutting rates.
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Financial Advice
Separating fact from fiction in US private credit
The US private credit market is getting increased attention – not all of it favourable. Muzinich & Co. explains why understanding the nuances is essential for investors considering an allocation to the...
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Financial Advice
How will the US elections affect stock market performance?
Exploring the historical relationship between US presidential elections and the performance of the broader US equity market.
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Financial Advice
Why a more rigorous approach to asset allocation is now essential
In a post-great moderation world, a substantially more dynamic approach to asset allocation is paramount, according to Nathan Shetty, head of multi-asset at Nuveen.
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Financial Advice
Leveraging engagement to improve returns over time
Engaging with companies to address areas of concern is key to delivering alpha and reducing risk.
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Financial Advice
Are investors being paid to take risk within credit?
Are today's credit markets rewarding investors for the risks they take, or are they walking a fine line between opportunity and uncertainty?
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Investment Management
Are bonds Losing their appeal after rate cuts?
With interest rates at historic lows, should bonds still play a role in an income-focused portfolio, or is it time to look elsewhere?
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Investment Management
Which banks managed to outperform during SVB crisis?
In a year that has seen a banking crisis on one side and a wave of artificial intelligence enthusiasm on the other, humble banks have managed to outperform
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Financial Advice
Keeping investment simple
With advice firms firmly focused on delivering and evidencing good client outcomes, staying ahead of regulatory developments and evaluating the variety of AI technology promising to revolutionise how they...
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Financial Advice
Five questions on Asian credit
Muzinich & Co. examine how interest rates, emerging technologies and a supply deficit are impacting Asian credit markets.
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