Asset Allocation Monthly - A...
We judge the risks to growth as being skewed increasingly to the downside, particularly in the US. We see roughly…
07/06/23
Portfolio perspectives
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White paper
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Podcast
Talking Heads – Household loans,...
As growth in developed economies slows and restrictive monetary policy rates start to bite, investors looking to alternative markets for…
05/06/23
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Podcast
Talking Heads - Good times...
Conditions in the European high-yield debt market are currently favourable for investors argues Olivier Monnoyeur, Head of High-Yield Debt. Among…
30/05/23
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Podcast
Talking Heads – Offence or...
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination…
22/05/23
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White paper
Fixed income outlook - Room...
The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower…
22/05/23
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Article
Where the opportunities lie in...
Real estate lending can offer several important qualities to institutional investors through the current uncertain environment – and into the…
17/05/23