In recent years, investors have faced two major sources of political risk when considering UK assets: the possibility of a hard Brexit and the prospect of a more radically left-leaning government.
Last Monday, for the first time in its history, the US Federal Reserve announced a liquidity programme that includes buying corporate debt.
European economic data has been largely positive.
A decade ago, renewable energy in the UK would have conjured up images of two things: wind turbines and solar panels, since these were the main focus of media attention, government subsidies and investor inflows.
Corporate Japan is changing. When the corporate governance code was introduced in Japan in 2014, companies scrambled to find independent directors to put on the board and were more concerned with complying with the letter rather than the spirit of the...
A single unexpected event can often set things on a completely different path. That is as relevant for markets now more than ever.
Technology is transforming every other industry. The beneficiaries of this are often not the businesses deploying the new tech – they are the ones spending the money and may reap little reward for it – but the technology companies supplying them.
The polarisation of perspectives on the UK market has continued throughout 2020.
Infrastructure assets' performance is typically stable throughout economic cycles, given the essential nature of the services they provide.
As one of the multi-asset sectors, specialist has witnessed the ebbs and flows into the major asset classes.