Insights for professional investors
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Insights for professional investors
Lombard Odier
EM equities face renewed pressure amid US trade policy shifts, slowing growth, and investor outflows.
Muzinich & Co.
Backed by solid sovereign metrics and central bank support, Brazil corporate credit looks attractive.
Capital Group
Since 2020, high yield outperformed. And the HY market has the potential to remain strong.
Vontobel
The use of AI increases productivity, but consumes more energy. In addition, the ageing population requires more healthcare.
Apollo Global Management
Traditional 60/40 portfolios face pressure—adding private markets may minimize volatility.
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DWS and Nissay Asset Management
Bellevue Asset Management
MedTech investment case: What makes it attractive, which trends stand out?
Bellevue Asset Management
Investment-Case MedTech: Was macht ihn attraktiv, welche Trends stechen hervor?
Candriam
Be selective, go global and focus on Alpha.
Tokio Marine Asset Management
What are the investment opportunities in Japan in 2023?
Franklin Templeton
How is the economic slowdown affecting corporate earnings and dividend growth?
Private Debt
What makes the combination of private debt and real assets particularly compelling in today’s market?
Quant Investing
Artificial intelligence applications go way beyond stock selection.
Asia Equity
Investing in Asia has undergone significant changes in recent years. It might be the time for a different approach.
Japan Equity
Japanese equities outperformed most markets globally since April 2023.
Capital Group
Since 2020, high yield outperformed. And the HY market has the potential to remain strong.
Lombard Odier
EM equities face renewed pressure amid US trade policy shifts, slowing growth, and investor outflows.
Muzinich & Co.
Backed by solid sovereign metrics and central bank support, Brazil corporate credit looks attractive.
Vontobel
The use of AI increases productivity, but consumes more energy. In addition, the ageing population requires more healthcare.
