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Professional Investors
AI-related bonds could push Treasury yields up in funding arms race
Could AI’s funding race push Treasury yields higher?
New debt competes with government bonds for investor demand.
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Professional Investors
Four different ways to play the AI theme
Is there more to the AI trade than hyperscalers?
Whenever a growth theme becomes incredibly dominant, investors get worried about its longevity. What’s...
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Professional Investors
Are Bonds Becoming a Better Investment for Portfolios?
Can bonds regain their place in portfolios?
Goldman Sachs explores how bonds could regain a more prominent role in long-term portfolios as yields...
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Professional Investors
Bonds: The income and diversification trade-off
Rethinking bonds and diversification
Fidelity’s Global Macro and Strategic Asset Allocation team explain why higher bond yields alone do not...
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Professional Investors
Are we there yet?
Are investors ready for the next transport revolution?
Aviva Investors examines the technologies, infrastructure and geopolitical forces transforming the global...
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Professional Investors
RBC BlueBay's securitised credit playbook
RBC BlueBay's securitised credit playbook
Explore a new way to complement traditional fixed income.
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Professional Investors
What do higher rates mean for Japanese equities?
Can Japanese equities withstand higher rates?
In September, the Bank of Japan took a further step in monetary policy normalisation by raising its policy...
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Professional Investors
High dividend investing in an era of persistent inflation
Dividends in an inflationary era
High dividend equities can strengthen portfolio income, but headline yield alone is a poor guide. Global...
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Professional Investors
Global and active
Think globally about government bonds
With government deficits under the spotlight, fixed income investors need to think globally and take...
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Professional Investors
September Tankan: broad recovery intact; shifting allocations in focus
Japan’s strength masks underlying divergence
The September Tankan indicates a need for gradual normalisation and displays resilient activity.
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Professional Investors
The discipline behind RBC BlueBay's securitised credit approach
The discipline behind RBC BlueBay's securitised credit approach
Explore how to find income beyond traditional bonds.
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Professional Investors
Chinese innovation: what we saw on the ground
China’s innovation revolution
Exploring the pace of change across AI, robotics and EVs.
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