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28 Março 2024
Ações do Reino Unido
Equity
The Good, the Bad and the UK Stock Market
The Good, the Bad and the UK Stock Market
After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.
Read time - 5 min
26 Março 2024
Dívida dos mercados emergentes
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – March 2024
In Credit Weekly Snapshot – March 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
26 Março 2024
Investimento responsável
Responsible investment
Investment Analyst, Global Research
Senior Associate, Analyst, Responsible Investment
Green machines: the future of transport
Green machines: the future of transport
The transportation sector has a significant impact on global emissions, but technology innovations, policy changes and shifting behaviours can reduce this. How are the different modes progressing?
Read time - 5 min
26 Março 2024
Grau de investimento
Fixed Income
Investment Grade Credit Research, Fixed Income
Chocks away! Airport passenger numbers – and financial metrics – recover
Chocks away! Airport passenger numbers – and financial metrics – recover
Increased numbers of fliers and supportive concession frameworks mean the industry retains a strong and steady credit trajectory.
Read time - 3 min
22 Março 2024
Ações
Equity
Portfolio Manager
Portfolio Manager
Japan: we’re more convinced than ever
Japan: we’re more convinced than ever
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 min
20 Março 2024
Ações dos mercados emergentes mundiais
Equity
Client Portfolio Manager
Senior Sovereign Analyst, Emerging Market Asia
China: bottom-up opportunity as the macro picture slowly improves
China: bottom-up opportunity as the macro picture slowly improves
While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
Read time - 5 min
20 Março 2024
Investimento responsável
Responsible investment
Senior Thematic Research Analyst, Global Research
The skills factor: greening the workforce to deliver net zero
The skills factor: greening the workforce to deliver net zero
As we move towards net zero, the number of people with skills useful in transforming the economy is growing more slowly than the job vacancies requiring these skills. What might this mean to various sectors critical to the transition?
Read time - 2 min
18 Março 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
Will sticky inflation stop the US cutting interest rates?
Will sticky inflation stop the US cutting interest rates?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
15 Março 2024
Investimento responsável
Responsible investment
Senior Associate, Responsible Investment
ESG Viewpoint: Emerging responsible investment trends in Asia
ESG Viewpoint: Emerging responsible investment trends in Asia
The appetite for responsible investing is growing in Asia, as regulations evolve and client demand increases.
Read time - 2 min
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