- 14 Aug 2024
Inflation is trending in the right direction, with core goods and supercore services deflating slightly month over month- but shelter remains sticky. What does this mean? Professional investors only.
Natixis
- 08 Aug 2024
Duration management, or rather the lack of it, was a key factor in Silicon Valley Bank (SVB)'s collapse. Professional investors only.
- 06 Aug 2024
The oldest Gen Xers are set to turn 60 in 2025, retirement is rapidly approaching, and their resiliency is being tested in a new way. Professional investors only.
- 25 Jul 2024
True sustainable investors are setting their sights beyond the immediate horizon. Professional investors only.
- 11 Jul 2024
Regulation is generally a good thing but applying public market styles to private markets can be problematic. Professional investors only.
- 27 Jun 2024
There is a big disconnect between global growth and global value, creating a fertile hunting ground for active managers. Professional investors only.
- 17 Jun 2024
ESG has experienced turbulence on both sides of the Atlantic. Is the disenchantment temporary – or is it here to stay? Professional investors only.
- 14 Jun 2024
Increased optimism for fixed income investors. Professional investors only.
- 11 Jun 2024
Investors are starting to see earnings holding up and slumps turning over alongside fundamental sources of demand. Professional investors only.
- 05 Jun 2024
2024 appears to be an attractive year for thematic equities particularly when you look beyond the megacaps. Professional investors only.
- 03 Jun 2024
For investors looking for exposure to these multi-decade themes and technological innovations, the answer may lie beyond the tech sector. Professional investors only.
- 29 May 2024
While markets may be hitting new highs, there are still areas that are cheap. Professional investors only.
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