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Blockchain – the beginning of a new technological revolution?

In the latest Risk & Reward magazine we discuss bitcoins and other cryptocurrencies, look at what makes blockchain technology so interesting and why a wide variety of industries are so fascinated by the long-term potential of cryptotokens.

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Why should investors consider credit factors in fixed income?

We believe the adoption of fixed income factors allows investors to better decide which risks and returns are appropriate for their portfolios. We discuss our four-factor model for credit – liquidity, quality, value, momentum and the multi-factor approach.

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Smart cities: the shape of things to come

Digital technology makes it feasible to monitor and connect everything from buildings to street lights to self-driving cars, and potentially allow governments to provide city services more efficiently. However, cities need private investment to realise their smart city goals.

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Adding upside potential to insurance portfolios

We look at how an ‘Equity Enhanced Fixed Income' approach could offer insurers an attractive return profile, while providing equity risk management capabilities. And importantly, it can be delivered in a capital efficient way.

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Using factors for potential return enhancement

With expectations of a lower-return environment in the future, we explore how investors can position their portfolios using factors in an attempt to enhance performance.

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Protectionism rears its ugly head again

With the US applying aluminum and steel tariffs to Canada, Mexico and the European Union, and exploring tariffs of up to 25% on imported cars, free trade is being threatened.

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What does a trade war mean for US macro fundamentals?

In recent weeks, the prospect of a global trade war has emerged more clearly and presents major consequences for global markets. While the implications are difficult to assess, a tightening of financial conditions could be strong enough to significantly curtail US growth.

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Five ‘swords of Damocles’ hang over markets

Global market are facing several issues, including the fast-approaching deadlines for another US government shutdown, a US-China trade deal, and Brexit.

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Three market concerns move to the fore

Exploring the potential for populism, protectionism and pressure on debtors: Last week brought renewed focus to three areas of concern: populism, protectionism and pressure on debtors. It appears that we may be moving closer to certain outcomes that could be of concern to markets.

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2019 investment outlook - Multi Asset

Could the prolonged global expansion continue? Clive Emery believes so, providing fiscal and monetary policies remain supportive.

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2019 investment outlook – Henley Fixed Interest team

Stuart Edwards, Thomas Moore, Michael Matthews and Julien Eberhardt of the Henley Fixed Interest team provide their 2019 investment outlook.

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2019 investment outlook – Global markets

Divergence, disruption and debt overhang – three key themes to watch in 2019. Read Kristina Hooper and Arnab Das' outlook.

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Global markets: Five issues to watch

From the crisis in Turkey to upcoming remarks by the Federal Reserve Chair, there are no shortage of issues for investors to watch this week.

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