Talking Heads – Catch the...
How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and…
24/07/24
Portfolio perspectives
-
Podcast
-
White paper
What impact do sustainability criteria...
The effect on the performance of an investment portfolio of applying sustainability-based criteria to select stocks remains a topic of…
22/07/24
-
Video
Mid-year outlook video – Overweight...
Equities should see further good returns in the second half of 2024, justifying a continuation of our overweight stance, particularly…
16/07/24
-
Podcast
Talking Heads – Progressing portfolios...
How can investors implement strategies that align portfolios with the objective of limiting the effects of climate change while preserving…
16/07/24
-
Article
Why US mortgage-backed securities now?
US mortgage-backed securities (MBS) should benefit from a steepening of the bond yield curve once the US Federal Reserve begins…
15/07/24
-
White paper
Timberland – A growing asset...
Commercially managed forests are catching the eye of investors as they can offer stable returns with regular income, be a…
12/07/24