Featured Investment Insights
Strategies that embrace environmental, social and governance (ESG) principles are attracting more and more attention and assets -- a trend that's likely to expand going forward.
Rather than catching up, emerging markets are now taking the lead in many different areas of technology. With plenty of untapped growth left, and the highest-quality firms widening their competitive moats, this area may present some of the most attractive long-term investment opportunities.
A passive approach to emerging markets gives investors a 56% weighting to three countries. James Norman makes the case for a more diversified approach.
Around the Curve
The reach for yield may be tempting, but now is not the time to be going for broke when investing for income across both sovereign and credit assets. Instead, we believe waiting for the right opportunities is warranted in the current investment climate.
Positioning portfolios to anticipate potential shifts in market leadership is a key way active equity managers add value -- and one that's especially relevant in non-U.S. markets.
Global Emerging Markets
While the particular issues may vary, the rationale for conducting ESG analysis in emerging markets is no different from that in developed markets.
Above the Noise
The enthusiasm with which information technology, whether it be e-commerce, social media or FinTech, is being embraced in emerging markets is far greater than many realise.
Around the Curve
Emerging Markets (EM) have been one of the better performing asset classes this year. Is it time to question whether EMs will continue to provide a return on capital for investors?
David Sheasby, Head of Stewardship & ESG at Martin Currie, discusses the merits of integrating environmental, social and governance (ESG) factors into investment decisions.
Central Bank Watch
The U.S. Federal Reserve (Fed) left its target rate unchanged, as was widely expected. But the bigger news is the beginning, in October, of the Great Balance Sheet Unwind, as the Fed moves toward policy normalization. Read on for insights from our Portfolio Managers:
CEO and CO-CIO Chris Clark and Director of Risk Management Gunjan Banati discuss the significance of incorporating Environmental, Social, and Governance Factors into Royce's investment process.
Above the Noise
Buzzwords tend to fizzle out as quickly as they come into fashion. But one concept has gained significant importance for emerging markets (EM) in recent years.
Above The Noise
Technological progress and broader pressure to deal with pollution – climate change – are rapidly conspiring against the internal combustion engine (ICE).
Western Asset examines recent trends in the muni bond market and provides its outlook about conditions ahead.
Is the Fed's action the final nail in the coffin for the Phillips Curve, the model that describes the relationship between rates of unemployment and rates of inflation in an economy? We are not quite ready to throw in the towel on this theory.
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