30 January 2024 • By Nehemiah Richardson • 1 min read
Large institutional investors around the globe now include global private credit as a core portfolio component, including the Future Fund and industry...
READ MOREThe external environment affecting emerging markets (EM) has materially changed in recent years, with slowing global growth and tightening financial c...
READ MORETo say that it has been a challenging period for bond investors in recent years is not an exaggeration. Back in 2022, bond values plunged as inflat...
READ MOREOur 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...
READ MOREWinners 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...
READ MORELess 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 ...
READ MOREThe 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...
READ MOREInvestors are currently able to access historically high yields without needing to move too far along the risk spectrum. This has meant continued stro...
READ MOREWhile 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...
READ MOREFor 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...
READ MORE