Industry Voice

The last 18 months have been an historical period of value factor underperformance. Risk-averse investors have turned stock prices upside down. Cheap stocks have been underperforming for the last 18 months, while expensive stocks are overperforming. The...

In an increasingly protectionist world, plagued by escalating trade tensions, the export-focused German economy is clearly suffering. We look ahead and explore the investment implications of a weaker German economy.

In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.

The first generation of ESG strategies excluded whole sectors from investors’ portfolios. Such approaches are still widely used, but investors may be underestimating their impact on portfolio diversification.

In this paper, Marshall Stocker, Ph.D, CFA, explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults, paying particular attention to the determinant role that economic policy plays.

Flexibility means having the freedom to invest strategically across fixed-income markets. In this paper, we look at how flexible strategies generate returns by allocating capital and risk across the credit spectrum.

This Q&A focuses on the recent appointment of Dr. Marshall Stocker as Director of Country Research within the Global Income team and what this means for the firm’s EM debt clients

Deficit contributions and favourable asset returns in recent years have led to improved funding positions and our analysis suggests buying out scheme liabilities with an insurer is now a realistic medium-term goal for the majority of FTSE 350 companies...

As monetary policy seems almost exhausted, could fiscal easing kick-start growth and take us out of the low rate, low growth environment that we have been in for 10 years?