insights

Could investor dialogue with companies on Japanese corporate governance reforms uncover investment opportunities?

Diversified relative-value alpha streams can provide attractive and scalable risk-adjusted return potential.

Is it time for investors to flip from private to publicly listed infrastructure?

We assess the impact and effectiveness of recent corporate governance reforms in Japan.

We explore why conventional risk tools may have limited effectiveness in tackling sequencing risk in decumulation portfolios.

We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.

How should bond investors approach market conditions similar to those last seen in the 1970s?

We assess how the new UK government and its policy initiatives might affect UK finances and bond markets.

Could recent litigation upend the traditional US residential real estate industry?

What are the implications of rebel attacks on Red Sea trade routes?

The perception that investing in Asia is solely a play on global macro and export growth should change.

We consider the impact of inflation on DC retirees and how plan sponsors and advisors could mitigate it.

Could edible insects become a staple of the Western diet?

Get a behind-the-scenes look into how the US Federal Reserve arrives at its rate decisions.

We assess the prospects for the UK economy and consider potential sources of UK equity income.

We assess the current and potential future impact of inflation, debt and interest rates upon markets.

Three findings from a recent research trip to Japan.

How humans and machines can thrive together in a new market regime.

How are news outlets evolving with the ever-changing media industry?

Findings from a research trip to India.

We explain why we are bullish on some investment trusts.

How are companies unearthing critical minerals in the depths of the ocean?

With an evolving macro and geopolitical backdrop driving changes within the eurozone, we consider the investment implications.

As geopolitical tensions become a focal point, what should investors consider when investing in China?