Janus Henderson explain how they apply a low volatility, absolute return mindset to fixed income investing
Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.
Victoria Hasler, Director, Research and Consulting, Square Mile Investment Consulting and Research, explains how ESG investing has evolved to become a central part of investment portfolios
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.
Rising labour costs and increasing US-China trade tensions is resulting in some companies relocating production lines out of China. Fidelity Emerging Asia Fund portfolio Manager Dhananjay Phadnis looks at how ASEAN will be a key beneficiary of this trend....
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.
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.
The Chinese consumer has traditionally been viewed as an aspirational buyer of western luxury brands. But as China’s middle class matures it is also becoming more discerning, which increasingly favours local brands who know the local market and match...