MACROECONOMICS
Hormuz disruption: What it means for income investors
Wild swings in energy prices signal inflationary forces stretching into...
Geopolitical tensions: Markets tend to price risk, not hope
When uncertainty rises, they tend to price risk first, often before outcomes...
Discover US opportunities amid the uncertainty
Hear from US investment specialists on the trends that matter most.
Oil, Iran and global supply chains: Why duration matters for markets
The recent Iran-related escalation in the Middle East has moved beyond...
The HALO effect
The case for investing in heavy asset/low obsolescence assets.
Exploring sanctions complexity and compliance challenges
What is the regulatory outlook for the remainder of the year?
ABS: A portfolio diversifier for volatile times
With the Middle East conflict clouding the outlook for inflation and interest...
Energy self-sufficiency in the age of shocks
The Iran war has again raised the issue of not relying on resources from...
Securitised credit: A new route to portfolio resilience?
In a market environment with tighter spreads and geopolitical volatility...
Europe's new quality growth opportunities
As Europe shifts from an economy of ideas to one of tangible assets, opportunities...
Fixed income flexibility favours investors
Amid a tricky investing environment, why should investors look to fixed...
Top of Mind: Next-generation diversifiers for a changing market landscape
Which asset classes may help protect portfolios against equity downside...
