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641 insights found
Fixed Income in COVID-19: Adapting to protracted low interest rates
What investors need to know about fintech
Five points that sum up the fintech industry.
A view from the markets – True Faith
Forward markets don’t see US 2-year Treasury yields above 1% again for at least five years. The technology sector has just delivered blow-out earnings numbers for Q2.
How to blend factors to invest sustainably
How do you like your coffee? Whatever you prefer, all coffees contain a small number of key ingredients. Factor investing may sound complex, but in essence, it’s nothing new. For decades, investors h ...
2020 Proxy Voting Season Review: Beyond ‘business as usual’
The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, a ...
COVID-19: Why 2020 is not 2008 – the fund manager view
As we consider how the world will recover from COVID-19, it is vital that we remain aware of how this crisis is very different in nature to the market shock of 2008/2009 and understand how this will ...
US presidential election preview: You’re fired?
Outlook for the 2020 vote, and the potential economic and market consequences
Multi-Asset Investments views – August 2020 - Fiscal support firing on all cylinders
Short Duration: Picking up yield and minimising risk in an uncertain world
At the height of the market crisis in March, we saw a highly unusual ‘bear flattening’ of the credit curve