09 January 2024 • By David Eiswert and Nabil Hanano • 1 min read
Our view is that we are operating in a different environment from the one that supported equities for much of the period after the global financial cr...
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Winners get so much attention but don’t forget the losers. They can add value too, says Acadian’s Jean-Christophe de Beaulieu. The phrase “wo...
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Less than 15 per cent of US companies with over $100 million in revenue are publicly listed. Individual investors control about 50 per cent of global ...
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The inflation ambush of 2022 ended a decades-long downward trajectory for interest rates. While rates may fall a bit as the effects of tight financ...
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Investors are currently able to access historically high yields without needing to move too far along the risk spectrum. This has meant continued stro...
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While the US economy has been surprisingly resilient in 2023, the risks are mounting. It’s likely the world’s biggest economy is headed for recess...
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For fixed income investors, trying to predict the interest rate cycle and bond prices is like catching a falling knife, which in the end may have cost...
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I think it unlikely that the Reserve Bank of Australia (RBA) board meeting on 5 December will decide on a further hike in the policy rate. The Octo...
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There is increasing investor interest in private markets. And a large part of that increasing interest is from smaller investors who are seeking how t...
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The financial sector has recently been showing a growing interest in investing in biodiversity-related financial instruments. In Robeco’s annual ...
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