Navigating China’s economic turbulence

Global Emerging Markets Equity

Sustainable fixed income: Five questions answered

Question one: How does engagement in fixed income work in practice? It’s a myth that engagement in the realm of fixed income is less effective than for equities. Our multi-decade experience of deep engagement with companies issuing debt illustrates this – and we have a solid track record that underlines how effective engagement can be […]

Will the US equities rally continue?

market snapshot

Getting better all the time?

market snapshot

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

Buildings reflected in glass block

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 […]

Wait and see (redux)

Inflation numbers on the banner

market snapshot

360°, Q2 2023

Blue water of the ocean

Divergence, duration, dislocation