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We analyse how Japan’s corporate governance reform is shifting from improving capital efficiency to strengthening long-term earnings power; we also explain how rising defence spending could be crea...
As of the close of the morning session today, Japanese stocks have fallen sharply, with the Nikkei 225 down 4.8% and the TOPIX down 2.5%. This was driven by the US consumer price index (CPI) exceed...
In Episode 25 of The Bridge, host Sonali Basak, Chief Investment Strategist at iCapital, sits down with Stephen Miran, senior strategist at Hudson Bay Capital Management and former Federal Reserve...
Global credit markets navigated a challenging week as persistently elevated U.S. inflation data reinforced expectations that the Federal Reserve (Fed) will hold rates higher for longer. The 10-year...
The seventh edition of Building Bridges, Switzerland's largest sustainable finance conference, brought together 2,600
Rising US rates pressured emerging market debt in Q3, though resilient demand, attractive yields, and varied country performance helped support returns.
In September, the PBoC added 23t of gold, the largest since October 2023 and concluding a robust Q3. Healthy September ETFs inflows also capped a strong quarter. Gold withdrawals from SGE benefited...
Longer-dated US Treasuries look more attractive after years of overvaluation. We also like US high yield, floating rate notes and some securitised assets.
8,000 questions. 300 investors. One year. What LPs are asking about sustainability is changing fast and the answers now have to be measurable.
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