We study the sources of total shareholder return (TSR) and tie them to underlying economic principles.
Explore whether it is time to buy listed real estate stocks, given the near-record wide net asset value discounts, from the Global Listed Real Assets Team.
Insight on loan market fundamentals and the role of floating-rate loans within portfolios.
The long and short term outlook for global listed infrastructure (GLI) appears strong. GLI could benefit from a recessionary environment, as it has a history of outperforming global equities in challenging economic periods.
Clean technology is critical for reaching net-zero, but its own sustainability risks should not be ignored. Read the latest from our Global Risk Control Team for their views on what these risks include and how to best mitigate them.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
As investors seek to diversify their portfolio exposures beyond traditional assets, alternative lending may offer attractive absolute and risk-adjusted return characteristics.
As the world gears up to tackle global warming, renewable energy sources such as solar, wind and hydro power are at the forefront of solutions offered to avert a climate catastrophe. Yet half a century after the environmental case for nuclear power first became clear, it is making a comeback, as a way to fight climate change.
