Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
Robeco
As market fundamentals reach an inflection point, commodities are set to rise in popularity as an asset class.
US Economy
GDP growth down, inflation up – a “horrible combination” for the US economy.
Adams Street
2024 may be an important transition year for private markets, given a potential “higher-for-longer” interest rate environment.
TwentyFour
“European banks have proven their ability to navigate this environment and indeed benefit from it.”
Royce Investment Partners
US small-caps have significant advantages, setting the asset class up for market leadership.
Ninety One
Investors are beginning to look again at the opportunities offered by frontier markets.
Barings
There are compelling core and value-add opportunities emerging across logistics and living.
LGIM
“The capital asset pricing model assumes that only the market portfolio minimises volatility for any given return.”
Cohen & Steers
A diversified mix of real assets can play an important role in times of greater market volatility.
Pictet Asset Management
“Investors who patiently apply longer investment horizons to credit allocation are rewarded.”
