- 14 Apr 2023
Higher interest rates and tighter lending conditions are creating a very attractive environment for opportunistic credit managers with flexible capital to fill large liquidity gaps.
- 14 Apr 2023
Financial conditions are likely to tighten further in the coming months. Here are 3 ways this may change asset selection.
- 14 Apr 2023
Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.
- 13 Apr 2023
For investors, times of uncertainty can underscore the importance of a cautious approach.
- 10 Apr 2023
The Fed may not stop raising rates even as it provides liquidity to the banking system.
- 10 Apr 2023
The industrial sector is responsible for roughly one quarter of global greenhouse-gas (GHG) emissions. A mix of measures can reduce the sector’s carbon dioxide emissions to almost zero.
- 05 Apr 2023
In a tight risk/reward environment, stock selection will be the key driver of returns.
- 04 Apr 2023
Read more about our Strategy Focus on Global Impact Equity.
- 04 Apr 2023
The investment world has been rocked by two bank failures in the US and a crisis at a Swiss giant, Philip Saunders argues that this is a healthy development for the long term.
- 03 Apr 2023
Confirmation that US inflation was continuing at a high pace offered a dilemma for markets seeking to anticipate the Federal Reserve’s (Fed) next move.
- 03 Apr 2023
Slower credit growth may curtail broader U.S. economic growth, taking pressure off the Federal Reserve.
- 03 Apr 2023
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