FEATURED NEWS
Emerging markets: Building the core allocation of the future
Wellington´s Dáire Dunne on the forces behind structural change in Emerging Markets and how a thematic approach will help identify opportunities going forward...
Are We at Peak Cycle for Equities
US equities keep on making new highs, but Norges Bank is increasing its allocation. Whether equities appear expensive or cheap depends on the definition, and varies greatly by regions, factors and sectors....
European High Yield: Income of Around 3% Remains
Fundamental headwinds balanced out by renewed ECB QE....
Asian Real Estate: Yield Pickup and Diversification
Investors could not only get some yield pickup but could also obtain a significant diversification benefit by adding Asian property to their portfolios - some Dutch pension funds have been investing in the asset class for over 20 years...
Tailoring the Approach: Implementing ESG in Private Debt
Archie Beecher explains how a proactive approach helps identify ESG risk and exposure to it....
Can global high yield investors continue to profit from low risk of default?
High yield investors had a good start of the year; is there any need to sell already? Or should we continue to profit from this clear-cut and exploitable market anomaly?
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