Leading investment experts from Amundi and Franklin Templeton react to the deepening Middle East conflict.
Monica Defend, Head of Amundi Institute, said: "The Iran crisis...
By Dan Siluk and Jason England, Kapstream Capital
Impact of higher global bond yields
The Federal Reserve (Fed) acknowledged that “cumulative tightening” will be a...
In this market environment where headlines are rampant and political developments continue to emerge, one macroeconomic event stands out from the others; the US...
By Catherine Braganza, Senior Portfolio Manager, Insight Investment
This excerpt is derived from Insight Investment’s ‘Thoughts for 2025’ Paper. To view the full report, click...
Each quarter, Aviva plots a course through global fixed income markets by distilling top-down macro perspectives and bottom-up market intelligence. Compass draws on the...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
ESG adoption remains robust, particularly in Europe, the Middle East and Africa (EMEA) and Asia-Pacific (APAC), even as global adoption has edged lower from...
