Innovators: a catalyst in the making

2024 Outlook

Natural capital: the call of the wild

Close-up of the veins in the leaf

2024 Outlook

Artificial Intelligence: it’s all in the algorithm

2024 Outlook

Renewables: winds of change

2024 Outlook

All set for lift-off?

market snapshot

The overlooked appeal of short-dated euro corporate debt

Euro text on a paper money

A comparison between short-dated and longer-dated investment grade euro-denominated corporate debt suggests front-end investors receive a similar yield and spread, without any deterioration in the credit fundamentals, according to our analysis. While it remains imperative to always approach each issuer on a standalone basis, we believe, the short-dated euro corporate universe provides a particularly compelling […]

Global Emerging Markets Equity: Outlook 2024

Well positioned for a rebound in EM growth stocks

Equities rally as sentiment brightens

market snapshot

Markets bounce on waning inflation

Globe at night seen from space

market snapshot

Moment of truth

Fast reading: Corporate fundamentals have had a good run – but it may be time to be more cautious. Dispersion could be a key theme for 2024. Credit analysis will come to the fore as an expected economic slowdown winnows out winners from losers. The maturity wall: Not what you might expect. Refinancing should be […]