The squeeze is on
Fast reading Corporates face the double whammy of a lacklustre economy and muted earnings. With yields likely to stay relatively high through 2024, corporates looking to refinance can also expect a higher cost of capital. This presents a challenging scenario, particularly for highly levered corporates which typically make up the CCC part of the market. […]
SDG Engagement Equity Q4 2023 case study
Silicon Labs
Are EM growth stocks set to rebound?
Fast reading Emerging market (EM) growth stocks have underperformed EM value by 23.8% from end-2020 to October 2023. EM value’s outperformance comes despite the fact that it carries almost twice the amount of leverage compared to EM growth1. In the face of rising costs of capital, there is a reduction in operating profits available for […]
Sustaining the momentum
market snapshot
Eine gerechte Klimawende
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Längerfristig höhere Zinsen
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China: Die Wachstumsfrage
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Innovatoren: Ein Katalysator im Anmarsch
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Naturkapital: Der Ruf der Wildnis
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Künstliche Intelligenz: Es kommt auf den Algorithmus an
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