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17 Abril 2024
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Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
16 Abril 2024
Dívida dos mercados emergentes
Fixed income
In Credit - Weekly Snapshot
In Credit Weekly Snapshot – April 2024
In Credit Weekly Snapshot – April 2024
Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
15 Abril 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 6 min
10 Abril 2024
Elevado rendimento
Fixed income
Head of High Yield, EMEA
High yield bonds: focus on maturity over duration
High yield bonds: focus on maturity over duration
The CT (Lux) European Short-term High Yield Bond strategy focuses on maturity over duration to manage risk. This means lower interest rate sensitivity and less volatility growth.
Read time - 3 min
8 Abril 2024
Rendimento Fixo
Fixed income
Investment Grade Credit Research
Sector spotlight: Dialling up the positivity on telecoms
Sector spotlight: Dialling up the positivity on telecoms
European telecoms have turned a corner operationally and are in the best financial health for many years, which has led us to upgrade the sector.
Read time - 3 min
8 Abril 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
Interest rates, inflation and immigration
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
Watch time - 6 min
8 Abril 2024
Investimento responsável
Responsible investment
Associate, Responsible Investment team
The climate-health nexus: risks and opportunities
The climate-health nexus: risks and opportunities
As global temperatures rise what will be the implications for the global workforce and healthcare systems?
Read time - 3 min
2 Abril 2024
Múltiplos ativos
Multi-Asset
Chief Economist, EMEA
The first cut is the easiest
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Watch time - 4 min
29 Março 2024
Múltiplos ativos
Multi-asset
Chief Economist, EMEA
Global Markets Outlook - Inflation, interest rates and equities: where to next?
Global Markets Outlook - Inflation, interest rates and equities: where to next?
The US, European and UK economies are all set to deliver on the promise of immaculate disinflation.
Read time - 5 min
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