Insights for professional investors
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Insights for professional investors
Investment Research - so you are well informed
PGIM
The convergence of public and private credit is reshaping markets, creating new opportunities and challenges for investors.
First Sentier Investors
ESG synergies and trade-offs should be balanced.
Lord Abbett
Investors should be aware of the secular shifts occurring now.
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.
