Insights for professional investors
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Insights for professional investors
Robeco
As market fundamentals reach an inflection point, commodities are set to rise in popularity as an asset class.
US Economy
GDP growth down, inflation up – a “horrible combination” for the US economy.
Wellington Management
Higher yields are making fixed income more attractive than it has been in the past.
Adams Street
2024 may be an important transition year for private markets, given a potential “higher-for-longer” interest rate environment.
TwentyFour
“European banks have proven their ability to navigate this environment and indeed benefit from it.”
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Impact Investing
It is not only companies with stellar sustainability ratings that matter in impact investing.
Japan Small Caps
Japan’s small-cap corporates are unjustly an underappreciated asset class.
EM Debt
An indexed approach can be advantageous for EM debt.
Japan Equity
Inflation could breathe new life into the market.
Wellington Management
Higher yields are making fixed income more attractive than it has been in the past.
Robeco
As market fundamentals reach an inflection point, commodities are set to rise in popularity as an asset class.
US Economy
GDP growth down, inflation up – a “horrible combination” for the US economy.
Adams Street
2024 may be an important transition year for private markets, given a potential “higher-for-longer” interest rate environment.
