From inflation hedging and yield to impact goals and climate risk mitigation, investors’ expectations for infrastructure are high.
US budget deficit may mean yields stay higher for longer
Odey Asset Management; BoE; Fed; - The biggest stories from the world of investment and asset management this week
A soft landing or a hard landing? Aegon AM Portfolio Manager, Alexander Pelteshki, looks to 2024, where markets are still searching for an answer to this key question.
How much are companies being forced to decarbonise? To what degree do regulators expect climate-related disclosures? We review 4 markets to see how lawmakers can steer portfolios toward net zero
The key themes in global bond markets over the past month
Investors risk missing out if they don’t take full advantage in fixed income