This year, fixed income markets have exhibited elevated levels of interest rate volatility, whereas credit spread volatility has been more contained.
Investors have long assumed that green bonds carry a “greenium,” requiring lower yields than comparable conventional bonds. While this was often true in the market’s early years, growing market dep...
Portfolio Manager Michael Marzouk discusses the macro signals he is watching, the case for floating-rate income, and why credit selection remains critical after 15 years of managing through changin...
“The Committee will deliver price stability.”
Affordability drives consumer spending: 75% of US households trade down as value retailers, private labels and resale gain share.
In the second of a two-part series, George Crowdy, Senior Fund Manager at Royal London Asset Management, discusses how Artificial Intelligence can play a meaningful role in creating a more...
AI investing is moving beyond the Magnificent 7. As adoption spreads, opportunities are emerging across the broader ecosystem—from infrastructure to real-world applications—making a more diversifie...
In an increasingly complex investment landscape, we believe there is enduring value in simplicity, discipline, and a long-term perspective. In our latest letter, authored by CEO Oliver Murray, we o...
Brazil moves to join other Latin American countries in shortening the workweek from six workdays to five, phasing in the reduction from 44 hours to 40, with no drop in pay.
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