European equities in general have produced disappointing performance but some high conviction stock-pickershave found hidden gems and compelling growth stories despite the sclerotic economic backdrop...
Without immigration, Europe's population is set to decline by around 10% over the next three decades. Is Europe's situation sustainable?...
What are ABS, how are they structured and what are the characteristics of the European ABS market? This analysis helps investors to better understand the asset class, its opportunities and risks....
The UN Sustainable Development Goals provide the investment community, including bond issuers, with a framework for tackling long-term global challenges....
Q&A with Alain Krief and the bond stategy that replaces benchmarks with target dates...
For a bond manager, there are many credible options to deploy in an ESG strategy...
For investors who allocate part of their assets to illiquid categories, Dutch mortgages can offer an additional spread compared to Danish mortgage bonds...
LGIM´s Uday Patnaik examines the nuts and bolts of putting an EMD portfolio together...
As volatility rises and the beta rally draws to a close, how can investors seek to strike a balance between return maximisation and drawdown protection?
The growing menu of smart beta credit products will be useful for those who allocate externally – and indeed those who want to negotiate bespoke strategies. We touch on a handful of examples....
