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When bond markets exhibit wide credit-spread dispersion, look to a systematic approach to generate alpha. Today’s credit markets look deceptively dull: while average spreads are tight, dispersion a...
Curating diverse return streams is important. Asset-based finance may help. Diversification is often treated as an asset-allocation decision. How much capital should go to equities? Bonds? Alterna...
Singapore bonds offer diversification, income resilience and lower volatility through market cycles.
In this quarter's Views from the Global Value team, Portfolio Manager and Senior Research Analyst Adrian Jones explains why he believes investors are embracing opportunities beyond the US as secula...
A modest allocation to private assets—implemented within a well-designed target-date framework—can potentially improve portfolio efficiency and help retirement savers achieve better outcomes.
This March has delivered its own brand of madness—less bracket busting, more world shaking. Volatility has swept back into equity and commodity markets as the conflict between the U.S. and Iran esc...
How can an active core equity portfolio deliver more reliable long-term results from a modest alpha target? For much of the past decade, equity investing has been defined by abundance. Strong be...
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