Industry Voice

Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.

T. Rowe Price's Chris Kushlis discusses why China reopening is supportive, but isn't enough on its own

The market is pricing in a policy rate of 4.75% by the year-end. Aegon AM’s James Lynch discusses why there has been such a huge turnaround in expectations.

With growth overtaking rates as the dominant macro force driving market returns, how should multi-asset investors respond?

OECD calculations demonstrate that nearly 7 trillion of annual investment in infrastructure will be required in the coming decade to support economic growth while meeting the SDGs. Principal Asset Management explore the impact potential of listed infrastructure

Kunjal Gala, Head of Global Emerging Markets, Federated Hermes Limited, outlines the prospects for emerging markets in 2023 and beyond

What’s on the Menu?