For high yield investors, taking long credit risk in industries that are undergoing secular changes presents a challenge, writes Meridith Alin, senior credit analyst at NN Investment Partners.
Several sectors, including many in technology, media and telecommunications (TMT) in the US, are in the midst of secular changes that have raised questions as to the longevity of — and thus the wisdom...
Investors turn to global equities
Matthew Tillett, senior portfolio manager - UK equities at Allianz Global Investors, examines the pitfalls of investing in technology as well as the benefits.
EM equity funds see redemptions of $1.6bn
Latter stages of the cycle