Why active investing is an attractive approach for Japanese equities

Why active investing is an attractive approach for Japanese equities

🕔16:34, 8.Jun 2021

The Bank of Japan’s (BoJ) recent decision to adjust its ETF purchase programme has given investors plenty to think about from the impact on asset prices to the longer term future of the country’s monetary easing policies. In this paper,

Read Full Article
Podcast: European equities: About to catch up (podcast)

Podcast: European equities: About to catch up (podcast)

🕔14:44, 8.Jun 2021

Fund flows to date have massively favoured US equities, but European equities now have considerable scope to catch up as the economic recovery broadens and investors reassess their valuations relative to their more expensive US counterparts. Peter Abbott, European equities portfolio

Read Full Article
Testing the Limits of Reflation

Testing the Limits of Reflation

🕔14:27, 8.Jun 2021

If ever there were a time to champion the mantras of our founders George R. Roberts and Henry R. Kravis to build like and trust, act with integrity, and lead by example, we believe that now is that time. The

Read Full Article
Blue economy: A new twist in an old tragedy

Blue economy: A new twist in an old tragedy

🕔12:30, 8.Jun 2021

Markets and policymakers are finally waking up to the challenges and opportunities of protecting marine ecosystems, while simultaneously promoting sustainable development. It sounds like small fish. Back in 2017, the Seychelles put the finishing touches to a marine conservation scheme

Read Full Article
Focus on Higher-Quality Investment-Grade Corporate Bonds

Focus on Higher-Quality Investment-Grade Corporate Bonds

🕔09:59, 8.Jun 2021

We are finding opportunities to add yield despite narrow spreads. I nvestment-grade corporate bond valuations, measured by credit spreads,1 are expensive relative to history, and fundamental and technical conditions in the asset class are still positive but becoming more fragile.

Read Full Article

SEARCH