Getting better all the time?
market snapshot
India: an ESG landscape in transformation
India’s rapid economic growth over the last two decades has lifted millions out of poverty and contributed phenomenally to global human development. It is now the fifth largest economy in the world and will likely be the third largest in the next seven years, with its GDP more than doubling from the current US$3.3tn. According […]
The advantages and challenges of ESG in fixed income
Click “Full video” below to watch the whole video. Full videoShort videos Unlike equity – where investors have access to one security – credit investors have the ability to align their perception of risk about a particular company with an exact volatility contribution that they want because credit allows for a variety of ways to […]
Passing the stress test
market snapshot
Making the case for structured credit
Chartology
Fearful markets brace for further hikes
Fast reading: Turbulence in commercial real estate (CRE) has increased this year amid concerns about the impact of soaring interest rates on the sector. As real estate market ‘corrections’ are a regular feature of the property market, institutional investors may try to seek out cycle-agnostic investment strategies. Equites headed downward this week as investors braced […]
SDG Engagement Equity Q2 2023 case study
Aalberts
Navigating rising distress levels in leveraged loans
Chartology
Wait and see (redux)
market snapshot
360°, Q2 2023
Divergence, duration, dislocation
