In this Q&A, Mike O’Brien, Director of Global Trading, offers his insights into how the trading desk seeks to add alpha to the investment process.
In the current climate, it’s understandable that investors might be uncertain about how to approach Europe. But while uncertainty is one of the signature catchwords of our time, there are still many great opportunities in Europe for UK investors, if you...
The worst drawdowns typically happen in recessions. However, investors have experienced even worse drawdowns in this bull market than previous ones. We believe a changing market structure could be the culprit.
In this paper, Marshall Stocker, Ph.D, CFA, explores the key drivers of sovereign bond ratings, spread performance and frequency of defaults, paying particular attention to the determinant role that economic policy plays.
The Chinese consumer has traditionally been viewed as an aspirational buyer of western luxury brands. But as China’s middle class matures it is also becoming more discerning, which increasingly favours local brands who know the local market and match...
Helen Bradshaw of Quilter Investors says those looking for sustainable income must look closely at how that income is generated.