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2025 Mid-year Bond Market Outlook: Two key questions that bond investors should not ignore
  • 23 days ago

As we look ahead to the second half of an already unsettling year, we seek to answer the two key questions that we believe are at the forefront of bond investors’ minds.

2Q25 Real Assets Reporter: Office-to-Residential Conversions UpdateOffice-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.
  • 22 days ago

Office-to-residential conversions, while still facing headwinds, have seen an improved financing environment and additional regulatory help since our original white paper was published.

Active Management Comes for Private Credit: In-Depth Investment Approaches
  • 8 days ago

The playbook for private credit is changing as a maturing direct lending market creates opportunities for active, relative-value-oriented investors.

An integrative approach to responsible investment
  • 1 month ago

This summary outlines the responsible investing approach adopted by various First Sentier Investors investment teams across the globe. It involves a holistic way of thinking that addresses multiple...

Bitcoin Holds Firm: A Non-Sovereign Hedge Amid Tariff Turmoil
  • 1 month ago

Explore why Bitcoin outperformed in April amid trade tensions, and why its proving to be a strategic, non-sovereign hedge against global macro uncertainty.

Central Bank Watch—Biased to ease, for now
  • 9 days ago

Which way are interest rates likely headed in 2025 across the globe? And what does this mean for investors? Check out Franklin Templeton Fixed Income’s latest “Central Bank Watch.”

Commodity Watch: Heterogeneity
  • 16 days ago

Fires move fast. Moderate winds can drive them to 3-6 miles/hour. At that speed, Manhattan would be consumed in under 8 hours if it were a forest. Bad things happen quickly, but there are mitigants...

CORPORATE CUSHION
  • 8 days ago

Diversify with VXM: The 5-Year Best Performing International Equity Fund
  • 8 days ago

Strong historical performance, diversification and valuations distinguish CI Morningstar International Value Index ETF (VXM) in a competitive field.