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Investment Management
Lagging effect of tightening monetary policy will weigh on credit
The overwhelming demand for credit has provided a strong tailwind but caution is warranted.
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Investment Management
Three things to know about private markets
In uncertain market conditions, investment in private markets can mean stability, return and income potential, and resilience.
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Investment Management
6 key themes to watch in commodities markets
Commodities' 2024 story hinges on China's demand, India's rise, potential conflicts, the energy shift, extreme weather, and the path of inflation and the dollar.
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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
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
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
A focus on dividends is not likely to add value
There's nothing special about dividends except that they are a tax-efficient way to return capital to shareholders- but they are not income, they are just a return of capital.
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Investment Management
What's the outlook for investors in decarbonisation?
Market sentiment has soured on environmental stocks and this is creating new opportunities to get exposure to parts of the economy expected to grow fast as the energy transition progresses.
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Investment Management
Technology stack: Delving into the layers of AI opportunities
Valuations in AI stocks may have crept higher due to the increasing amount of interest - but there are plenty of opportunities still to be captured
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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
Navigating the AI arms race
The AI trend is certain, the next step is to look at the players to identify who will be the likely winners and losers.
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Investment Management
Rewiring the economy for a net-zero world
Getting to net zero will require us to rewire the global economy and for select companies, it is a once-in-a-generation commercial opportunity.
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