Industry Voice

Kunjal Gala, Head of Global Emerging Markets, Federated Hermes Limited, outlines the key factors that could drive market returns for EM equity investors in the year ahead

Positioning across the style spectrum with a focus on individual stock picking

Positioning your portfolio for the challenges and opportunities ahead

Fallen angels are a sweet spot in fixed income that merit a strategic high-yield allocation. Lombard Odier Investment Managers' active approach optimises value by avoiding falling knives.

Prioritising bottom-up analysis of sustainability in the listed infrastructure space can support a dual objective of compelling excess returns alongside positive sustainability outcomes. And a targeted allocation may further support this.

T. Rowe Price's Yoram Lustig discusses the latest global market themes

Five bond strategies to help investors navigate evolving markets

Aegon AM’s Head of Europe High Yield considers the tactical and structural case for the asset class at a time when the ‘high’ part of ‘high yield’ is finally living up to its name.