Weekly Market Update From rotation to rout
What began as a rotation between different sectors in US stock markets degenerated in the last week of July into…
06/08/24
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Insights 1776
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Article
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Article
Summer reading Culture, cults and conflicts
As a business professional, you will want to switch off when you head for the hills, the beach (or wherever…
02/08/24
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Graph
Graph of the Week India gains prominence in emerging markets index
Investor sentiment towards Indian equities has improved even as it deteriorates for Chinese equities. As a result, the share of…
01/08/24
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Article
Driving the long-term shift towards a more sustainable food system
A broad spectrum of innovative solutions is required to feed the world’s growing population while reducing the environmental impact of…
31/07/24
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Article
A positive environment for bonds: Three ways to gain exposure to Fixed Income
Higher bond yields, slowing inflation, and the likelihood of lower interest rates have drawn many investors back to the bond…
30/07/24
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Article
Weekly Market Update A deflating tech bubble?
Tech stocks have suffered over the last few weeks, but there is more to this market movement than just a…
30/07/24
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Podcast
Talking Heads AI investment: the mega-caps arms race is on
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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Graph
Graph of the Week What is behind the equity market sell-off?
The equity market sell-off over the last two weeks has been characterised as the (temporary) demise of the US ‘Magnificent-7’…
26/07/24
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White paper
ELTIF 2.0: Investing in private credit through open-ended funds
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 gripping coupons of leveraged loans
How has the leveraged loans asset class weathered the vagaries of recent years, what can it offer income-oriented investors, and…
24/07/24