954 insights found
See the light
Stock markets reached record highs before the Thanksgiving holiday.
Where can investors potentially seek income in today’s low yielding environment?
The coronavirus pandemic has created uncertainty no matter what your investment objective.
Green bonds: How active management aims to make the most of a dynamic sector
The market for financing linked to environmentally friendly projects and companies is heading rapidly towards the $1trn mark.
Inflation linked bonds: Why we have upped our exposure following the US election
The extraordinary monetary and fiscal support from central banks in the wake of the coronavirus pandemic has been welcome news for investors.
Hoping to give thanks
Markets want to trade with cyclical hope but we might be back in a wait-and-see regime for a few weeks.
The emerging market COVID-19 debt surge – no crisis on the horizon, yet
As with advanced economies, the pandemic has led to a massive increase in public spending in emerging markets
Say goodbye, say hello
It seems we might have reached the point when it is reasonable to expect that growth will extend beyond online shopping, communications, payments systems and distribution businesses.
Q3 GDP growth rebounds strongly, but a long way to go
David Page, Head of Macro Research at AXA Investment Managers, comments on the latest GDP figures in the UK.
Asian Credit Strategies: Election’s over, virus is not
Positive risk sentiment and risk to the upside for UST suggests adding HY credit, remaining short/UW duration, and incrementally adding unhedged local currency exposure