Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
AllianceBernstein
Thematic investing requires a rigorous, disciplined approach to ensure that growth themes create sustainable, long-term value for investors.
BNP Paribas Asset Management
Even as market leadership changes, large US growth stocks are expected to outperform.
Janus Henderson
Previous headwinds now seem to turn in favour of global small caps.
Private Credit
The private market is thriving, often creating significant value for shareholders.
Muzinich & Co
European credit markets have shortened significantly since 2021.
Franklin Templeton
Turbulences in the market are only a temporary slump.
Manulife | CQS Investment Management
“A MAC strategy has the potential to provide institutional investors with a dynamic solution for their income needs.”
Principal Asset Management
AI adoption is set to transform the real estate landscape, unlocking opportunities across different property sectors.
Japan Equities
Japan’s economy is on a recovery path, and its equity market is expected to maintain its current robust performance.
abrdn
Climate policy ambition continues to increase, but implementation is delayed. This creates nuanced consequences for investors.
