While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Mit dabei sind Globaler Investmentchef William Davies sowie Roman Gaiser, Leiter Anleihen EMEA. Im Mittelpunkt des virtuellen Medien-Roundtables steht die Frage, wie es mit der Weltwirtschaft weitergeht und was von den Anleihemärkten zu erwarten ist.
As we move towards net zero, the number of people with skills useful in transforming the economy is growing more slowly than the job vacancies requiring these skills. What might this mean to various sectors critical to the transition?
Die Inflationsdaten in den USA sind wieder bedenklich und die Märkte preisen bereits Verzögerungen bei den erwarteten Zinssenkungen der Fed ein. Doch ist dieser Pessimismus gerechtfertigt?
Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Our fixed income team provide their weekly snapshot of market events.
2023 saw a record number of shareholder proposals going to a vote but what can we expect in 2024? And what will be the impact of artificial intelligence on boardrooms and businesses? Read more in our latest ESG Viewpoint.
Consensus for June rate cuts from the Fed and ECB are firm. What are the odds that the UK, seen as a laggard, could follow through too?
CO2-Abscheidung und -Speicherung (CCS) kann einen entscheidenden Beitrag dazu leisten, dass die Welt ihre ehrgeizigen Netto-Null-Emissionsziele erreicht.