At the World Climate Summit in Glasgow on Monday, Janus Henderson convened a panel to discuss whether decarbonisation could be an opportunity for emerging markets, rather than a challenge to mitigate.
US stocks reach a nine-month high as US passes debt ceiling deal Cautious outlook sees UK merger and acquisition activity drop to seven year low Lagarde signals Eurozone inflation hasn’t peaked, warns further interest rate hikes are on the way Brent crude moves higher...
By Tomasz Wieladek, chief European economist at T. Rowe Price This week marks the 25th anniversary of the European Central Bank (ECB), which has witnessed significant challenges over the past quarter century. The ECB has met these tests thus far, but it had to evolve,...
The eurozone is seeing signs of inflation decelerating as prices dipped more than expected. The region’s preliminary May inflation reading fell to 6.1% y/y, below expectations for 6.3% y/y in a Bloomberg survey of economists. In Germany, the region’s largest economy,...
US stocks reach a nine-month high as US passes debt ceiling deal Cautious outlook sees UK merger and acquisition activity drop to seven year low Lagarde signals Eurozone inflation hasn’t peaked, warns further interest rate hikes are on the way Brent crude moves higher...
By Tomasz Wieladek, chief European economist at T. Rowe Price This week marks the 25th anniversary of the European Central Bank (ECB), which has witnessed significant challenges over the past quarter century. The ECB has met these tests thus far, but it had to evolve,...
The eurozone is seeing signs of inflation decelerating as prices dipped more than expected. The region’s preliminary May inflation reading fell to 6.1% y/y, below expectations for 6.3% y/y in a Bloomberg survey of economists. In Germany, the region’s largest economy,...
A lower January to May total has only been recorded once in the last decade, in 2020. The number of deals declined 14% compared to last year to a three-year low of 21,301. US$212.7 billion worth of M&A transactions were recorded during the month of May, 20% less...
Written by Alison Savas, investment director at Antipodes Partners Gold and gold equities are viewed as a safe haven. As a result, they typically exhibit a low correlation to global equities, which is particularly true during drawdowns. However, this is not what...
The focus of this week's IFA Talk Podcast is something that continues to pose a problem to advisers and their clients. The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier,...
Jack Fischer, Senior Research Analyst, LSEG Lipper: Since 1999, Lipper has classified eligible equity funds based on the fundamentals of the portfolio’s underlying holdings. Over time, while various updates were applied to the quantitative model, the outputs...
For investment professionals only Author: Ben Lord, M&G Investments As we look ahead to the second half of 2023 we maintain a positive outlook for fixed income markets. With inflation expected to gradually come down, and with the end of the interest rate hiking...
After a decade of strong growth for technology companies which saw many allot significant resources to new projects and people, they are beginning to scale back. Kevin Kruczynski, investment manager at GAM Investments, examines how this new focus on profitability may...
In this quarterly thematic review, we analyse the state of thematic strategies in Europe through the lens of performance and flows, as well as any other interesting trends we see in the space. For all of our calculations, we use the WisdomTree Thematic Classification....
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