08 August 2023 • By Michalis Ditsas • 1 min read
Global investment grade bonds are back, with quality issuers offering opportunities for investors to diversify portfolios and realise the potential fo...
READ MOREBusinesses are building up their logistics operations in response to widespread supply chain rising tensions with China, which could lead to favourabl...
READ MOREIn 2022, there was one overriding refrain that dominated discussion about private markets: “Valuations in private markets are bogus”. Bogus is ser...
READ MOREThe past 18 months have been something of a wild ride for global real estate investment markets. Government bond yields, investment-grade credit yi...
READ MOREThe mid-point of 2023 has just been reached and right now, investors are facing tension. Interest rate and inflation tensions have dominated most of t...
READ MOREWhen Dr Raphael Arndt, chief executive officer of Australia’s Future Fund, makes a public statement, it makes investors sit up and take notice. I...
READ MOREThe year 2022 posed significant challenges for various asset classes, but the tides have turned in 2023, showcasing a remarkable resurgence in investm...
READ MOREWe believe the tide has turned in uranium and we’re entering the next nuclear renaissance. For investors, this creates the opportunity to take advan...
READ MORESustainable investment is rapidly evolving. At its core is a philosophy that balances current needs against not compromising the needs of future gener...
READ MOREPortfolio manager Daniel Graña from Janus Henderson explains how emerging market companies are embracing innovation, deglobalisation, and decarbonisa...
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