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Much has been made of historically tight spreads in European high yield, with some investors questioning whether the asset class still offers attractive opportunities. Yet a closer look at the resu...
As the Goldilocks era ends, liquidity and true diversification matter more. GMO explores why liquid alternatives deserve a fresh look.
Polen Capital's 5Perspectives Ultra-Small Growth Portfolio returned +37.38% (net) in Q2 2026, outperforming the Russell Microcap Growth Index (+28.98%) by over 800 basis points. Top relative contri...
The views expressed herein do not constitute research, investment advice or trade recommendations, do not necessarily represent the views of all AB portfolio-management teams and are subject to cha...
Despite BOJ normalisation and improving domestic fundamentals, the yen remains weak because low-cost yen funding continues to support global risk assets. While carry trades, favourable liquidity co...
Polen Capital's International Equity Portfolio returned +21.35% (net) in Q2 2026, outperforming the MSCI ACWI ex-US Index (+14.49%) by nearly 700 basis points. Top contributors included SK hynix, S...
Polen Capital's International Small Cap Equity Portfolio returned +14.97% (net) in Q2 2026, outperforming the MSCI ACWI ex-US Small Cap Index (+9.62%) by over 500 basis points. Top contributors inc...
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...
Themes and implications from the Multi-Asset Solutions Strategy Summit to help guide your portfolio decisions.
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