Equities

Insights across sectors, themes, factors, countries and more

Asia Pacific Living Sector: Case for Investment
  • 1 day ago

Amid a range of cyclical and structural headwinds, including increased adoption of hybrid working arrangements, a slowdown in global economic growth and elevated interest rates, investor preference...

Interest Rate Differentials Fuel USD Strength
  • 1 day ago

Interest rate differentials drive the USD strength. Higher US rates attract investors, boosting USD value. Future central bank decisions will impact this trend.

Navigating the complexities of modern workplace investigations
  • 1 day ago

In this podcast, Sarah Henchoz, the Global Head of Employment Litigation, shares her insights and best practice tips on managing investigations, including the thorny topics of confidentiality, priv...

Asset Management: Monthly Macro Insights - September 2024
  • 4 days ago

Global growth is decelerating, but investors expect it will pick up as the impact of monetary policy easing gains traction early next year. Yet, soft landings are hard to track as the early signs o...

Back to Basics: Remembering the “Income” in Fixed Income
  • 4 days ago

As we approach Q4, the fixed income markets are taking stock of where they’ve been and what is to come. Markets are expecting a highly anticipated shift in monetary policy to take place before the...

European espresso: ECB interest rate cut ushers in a new era for European stock pickers
  • 4 days ago

Janus Henderson Investors

HYPER ACTIVE: TARGETING STOCK-SPECIFIC RISK AMONG EUROPE’S GLOBAL WINNERS
  • 4 days ago

Our Hyper Active series explores how GAM Investments’ portfolio managers – across both equities and fixed income - aim to harness the potential of active management to deliver better results for cl...

India: From K- to F-shaped consumption growth
  • 4 days ago

Templeton Emerging Markets Equity offers an analysis of the divergent growth patterns in consumption among different income groups in India, where upper-income households are seeing rapid growth wh...

India’s Evolving Equity Market: Dynamics & Opportunities
  • 4 days ago

Amid geopolitical tensions and economic uncertainties that have reduced international investment in China, India has become a significant force in emerging markets.