A tech transformation for China?
market snapshot
Diversifying direct lending portfolios through sponsor-less lending
Private Markets Insight
Fixed Income Fund Selector Masterclass
Highlights with Andrew Lennox, Federated Hermes Full masterclass video Learning objectives: The role of active management in fixed income US exceptionalism and its impact on bond markets Asset allocation outlook in a shifting macro environment Speakers: Paul Angell, AJ Bell Andrew Lennox, Federated Hermes Mike Riddell, Fidelity International Nick Hayes, AXA IM This masterclass was […]
The Art of Diversification: effective portfolio creation in real estate
Video transcript Vincent, you’ve recently written a great paper on portfolio construction and real estate debts. What are the key takeaways? The premise (of the paper) was that modern portfolio theory (MPT) by Markowitz1 – which is the popular framework for constructing investment portfolios – is based on the idea that the risk of an […]
US inflation hits 2.7%
market snapshot
GEMs ESG Materiality, H1 2025
Examining biodiversity risk
Summertime…but will the Fed be easing?
Work/life balance is a challenge for investors, what with 24-hour-a-day global business news coverage and a bevy of budgets, tariffs, geopolitics and related data to consider. Although summer is still a time when market participants take some time off, it’s also a good time to consider recent trends and where markets are now. Both equity […]
Signs of a growing deficit attention disorder
In investment parlance, we like to talk in quarters, but the first half of 2025 can really be divided into three distinct periods. The first two months of the year were relatively quiet, with modest movements in interest rates and spreads as the new administration went about setting its agendas. March and the first half […]
What sets quant apart from traditional investors?
Video transcript Actively managed investment funds bring the expertise of professional portfolio management to the masses. So, how do the stock pickers of equity funds decide where to invest their clients’ money? Well, it depends on the fund, but many of the approaches fall into two categories: traditional human-led bottom-up investing and the wide spectrum […]
South Korean stocks soar on governance reform hopes
market snapshot
