Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
Cohen & Steers
Preferred securities can offer attractive yields and resilience in market downturns.
Goldman Sachs
Draghi’s plan could drive a capital expenditure supercycle in electrification infrastructure.
C WorldWide Asset Management
Today’s dominant tech giants have redefined market concentration, but face growing pressures to adapt.
AllianceBernstein
Multigenerational boards can enhance shareholder value.
DWS
A debt brake reform and the prospect of a more business-friendly government could give the Dax new impetus.
Janus Henderson Investors
“Index portfolios can be made more efficient by making active use of the stock lending value chain.”
GAM Investments
Any investor uneasy about the present concentration risk in US equities might consider diversifying.
Union Bancaire Privée
Hedge funds are reemerging as valuable tools for portfolio diversification and stability in today’s volatile markets.
US Election
Trump’s return to the presidency signals a mix of opportunities for US equities but raises global economic uncertainties.
Eastspring Investments
Increase in capital expenditure, robust economic growth forecasts, and improving governance speak for EMs.
