Discusses the surprise announcement by the People's Bank of China (PBOC) to inject liquidity into capital markets in a set of easing measures designed to support the housing and stock markets.
With central banks in a rate cutting cycle, Owen Murfin explains why European credit is providing attractive opportunities and how the fund is actively positioned to invest in the key themes.
Secular macro trends suggest a regime shift coming over the next decade. Kim Hyland, senior managing director and head of relationship management, Jon Hubbard, managing director and market strategist, and Rob Almeida, global investment strategist, provide strategic insights into recent market trends and what investors should be mindful of for the remainder of the year.
Investors welcome deregulation under Trump 2.0. The US government played a dominant role in financial markets under the last three administrations. How might stocks fare with a smaller government?
This paper discusses what the recent US election outcome mean for emerging market debt, potential opportunities and hurdles going forward and how the team is considering adjusting portfolios.