From Damien Buchet, Chief Investment Officer, Principal Finisterre, part of Principal Asset Management
As 2024 is now behind us, we are reflecting on a year...
Wealth manager Eaton Vance is currently upbeat about the investment prospects for local-currency-denominated Emerging Market Debt (EMD) and has provided the following outlook.
The Eaton...
By Benoit Anne, Managing Director, Investment Solutions Group
While there have been plenty of fears in global markets in the recent past, we believe that...
When markets inevitably change course, risks and opportunities reset, with one investor’s new opportunity another’s pitfall. This is the essence of a dynamic market...
Key points:
Are investors asking the right questions?
Rate cuts are not a panacea for broken businesses.
What really matters are fundamentals.
Are these the...
From Brian Carney and Kevin Minas, Mawer
Executive Summary
Private credit assets under management have boomed over the past decade with various estimates putting the...
In Brief:
Investors welcome deregulation under Trump 2.0
The US government played a dominant role in financial markets under the last three administrations
How...
Capital Group’s Jared Franz, Robert Lind and Pramod Atluri dissect the outlook for the global economy in 2024.
Under the weight of elevated inflation and...
