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The other virus
Since September last year we have seen a significant turnaround in price trends of many agricultural commodities. What does this mean for inflation and is there potential for a new commodity super cycle?
Disruption and Dispersion: A Bottom‑Up Approach to an Uneven Credit Recovery
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
Will the 2020s take us back to the 1970s?
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
Time to Look Ahead to a New Year: 2022
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Currency Hedging for Illiquid Asset Classes and Strategies
We take an in-depth look at how asset managers can, and perhaps should, offer hedging to investors in illiquid strategies. Safe to say, it requires a bespoke approach......
Proventus Capital Partners: Active ESG for Private and Public Credit
We talk to Marjo Koivisto, Investment Associate and Head of ESG, for an in-depth discussion about how the firm integrates ESG in their private credit strategies....
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