Investors should think about the energy transition theme as a process and not an event to understand the significance of transition fuels, says Jennison Associates’ Raj Shant.
For most investors, the inability to be right about the future does not stop them from trying. Atlantic House discusses how they take a different approach
Jamie Cane explains how credit investors can utilise a variety of instruments to generate returns, regardless of the direction of markets.
In the journey toward a low carbon economy, Scope 4 emissions play a critical, but often overlooked role, says Raj Shant, managing director at Jennison Associates.
Parallels between the dot-com bubble and today’s AI-driven market returns offer an important reminder about portfolio diversification.
In this article, Jim provides an overview of how geo-political factors are impacting markets currently and may lead investors into an ill-defined, ambiguous world.
While we’re back to the 1990’s and early 2000’s in terms of the political regime, Fidelity portfolio managers argue it is also back to this period for the bond market as well. And with the election noise fading, they explain why fundamentals and valuations will once again drive bond markets.
Dividend investing has gained prominence, and it’s essential to navigate this golden period effectively.