The China catalyst
Market snapshot
A falling rate environment
Video transcript In a falling rate interest environment, it’s actually on a flow basis, from an assets under management standpoint, a positive situation in the marketplace for money market funds. Despite what has been thought of from a media perspective as being a wall of cash that will start to exit money market funds in […]
Spectrum Q3 2024: Marvellous medicine
Fast reading While treatments for obesity have dominated the healthcare investment narrative over the past 18 months, they are by no means the only secular growth story. The life sciences industry may be equally well positioned to benefit from longer term structural trends. Biotech companies are innovating at breakneck speed, creating products and processes that […]
Next-generation private equity: The art of partnership
Private Markets Insight
Locating the sweet spot in direct lending
Private Markets Insight
The Fed fires the starting gun
market snapshot
SDG Engagement Equity, H1 2024 report
Enabling and empowering real change
Not all strategies look like ours: Sustainable Global Equity
Video transcript Has the strategy achieved what you set out to achieve in 2021? We set out to deliver through-cycle returns for our investors, and we recognised at the outset that we had come through a decade plus of zero interest rates and easy money, and that narrowly defined investment approaches may not work in […]
Global Equity ESG, H1 2024 Report
Fast reading Recent pushback against ESG integration is nothing new; meanwhile, progress on an ever more structured, rigorous approach to sustainable investing continues apace. Principal adverse indicators (PAIs) are useful metrics to demonstrate how investments can negatively affect factors relating to sustainability, from carbon emissions to human rights. We use PAIs to help us measure […]
Stocks edge upwards as looser policy looms
market snapshot
