The US presidential election is being talked about everywhere at the moment and investors have started to pay attention to what Trump 2.0 might mean for markets. So what is the Trump Trade?
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Peter Smith and Dean Cook take a look at how markets fared in May with global equities back on track and US and European stock markets hitting all-time highs.
How climate-focused credit investors can help drive real-world change
Emerging-market debt analyst Carmen Altenkirch reports back from the recent International Monetary Fund (IMF)/World Bank meetings in Washington.
Four themes reshaping the landscape for income investors
The outlook for real estate equity
April was a tough month for equity and bond markets. In this week’s episode Pavesh Sehmar and Sunil Krishnan discuss the reasons why.
What rising US stock concentration means for equity investors
In each new episode, our Multi-asset Investment Directors put the difficult questions to members of the Multi-asset team.
Why companies with club dynamics can represent opportunities
Why increasing dispersion favours active management in high yield
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