Asia Pacific equities: A “quality income” approach
Investment managers Jason Pidcock and Sam Konrad explain their quality income style and discuss the company characteristics they look for.
What’s next for European bank credit?
Luca Evangelisti and Paridhi Garg analyse the prospects for European bank debt as the region’s economy cools and rate cuts loom.
The Hitachi blueprint: corporate restructuring in Japan
Dan Carter and Mitesh Patel examine some corporate restructuring stories in Japan, where much progress has already been made but the market is hungry for more.
Higher rates begin to bite
Ariel Bezalel and Harry Richards discuss how the US economy is finally feeling the impact of higher rates and where they see value across the fixed income spectrum.
Emerging market debt: Will focus return to EM fundamentals?
Investment managers Alejandro Arevalo and Reza Karim discuss their outlook on emerging market debt for the rest of 2024 and into 2025.
The dollar and its rivals
Here’s a look at what some of our fund managers think about whether the US dollar’s hegemony could be challenged anytime soon.
Italian bonds: Diversification is key as uncertainty envelops the world
Mark Nash, Huw Davies, and James Novotny say a fixed income portfolio that blends Italian bond holdings along with an absolute return strategy with a proven track record would prove beneficial in the longer run.
UK general election: our experts react
We asked some of our experts for their immediate reaction to the UK general election, to give an investment perspective on what the future may hold for the market.
Why healthcare and telecoms stand out in US high yield credit
Chris Lau and David Rowe discuss the US high yield credit market and why they see opportunities in some healthcare and telecoms bonds.
The importance of diversification
Jason Pidcock and Sam Konrad explain why they think their Asian Equity Income strategy is well positioned for a range of scenarios, given its diversified exposure.