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The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
A review of nature and biodiversity data types available to public market investors, mapped to portfolio objectives, with an assessment of current limitations.
China’s 2026 growth outlook remains resilient, with exports and investment continuing to underpin activity, despite geopolitical risks.
[External Link] Kei Fujimoto, Senior Economist at Sumitomo Mitsui Trust Asset Management, shared his views on the outlook for the Japanese yen amid Middle East geopolitical tensions. He discussed t...
Durable dividends and defensive diversification underpin portfolio resilience.
Eastspring’s Multi Asset Portfolio Solutions team remains ...
We downgraded growth assets to underweight and increased our underweight defensive score. Although we initially expected improving global growth and strong earnings to support equities, the Iran co...
In our latest Allocation Insights episode on market movement and what we’re hearing from investors around the world, Diana Sands and Alex Wright speak with four Apollo partners at the firm’s recent...
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
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