A positive environment for bonds:...
Higher bond yields, slowing inflation, and the likelihood of lower interest rates have drawn many investors back to the bond…
30/07/24
Portfolio perspectives
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Article
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Podcast
Talking Heads – AI investment:...
On this week’s podcast: Mega-cap technology giants have embarked on an ‘arms race’, spending billions of dollars, as they compete…
30/07/24
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White paper
ELTIF 2.0: Investing in private...
In this paper, we discuss the amended regulation on European Long-Term Investment Funds (ELTIF 2.0), the latest evolution of EU…
24/07/24
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Podcast
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
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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
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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