Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
AllianceBernstein
Volatility is likely to remain elevated amid extreme policy uncertainty. But can investors afford to pull back from risk entirely?
Wells Fargo
Reforms boosting stability—yet long-term success is far from certain.
Charles Schwab
A weaker dollar may dampen foreign demand for US bonds, raising the case for international diversification.
Janus Henderson Investors
With the growth of the private credit market, asset-backed lending (ABL) has become an attractive option for investors.
US Markets
The first 100 days of Donald Trump’s second term have shaken markets. Asset managers weigh in on US equities, bonds, and the dollar.
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.
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.
Allianz Global Investors
Investing in water infrastructure is set to grow in 2025, driven by rising demand, aging systems, and the need for sustainable resource management.
