Talking heads – US high-yield...
High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had…
06/03/23
Portfolio perspectives
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Podcast
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Article
Investing in water - A...
The opportunities are not only a consequence of climate change effects – severe flooding or drought – but also of…
03/03/23
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Article
Evidence of the low volatility...
It is relatively easy to demonstrate the low volatility anomaly – the phenomenon that first came to light half a…
01/03/23
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White paper
Allocating to private assets in...
Private assets such as private equity and private debt have come to the fore as a viable alternative for investors…
24/02/23
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Article
All change in China, now...
Chinese policymakers are pulling out all the stops to revive economic growth in 2023. Minyue Liu, Investment Specialist for Greater…
22/02/23
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White paper
Long-term asset allocation – A...
What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x…
22/02/23