Unlocking the Power of CLOs
As the financial landscape evolves, investors seek new opportunities to diversify portfolios and generate returns. Collateralised Loan Obligations have gained significant attention recently as one such investment.
Key themes to note in infrastructure investing
In our forward looking report we consider the impact of tarrifs, inflation and global policy shifts on infrastructure as an asset class. We also deep-dive into some new opportunities created by the mega-trends such as energy security and digitisation
5 inevitable and investable long-term growth drivers
Ways the world will change, from smarter robots to medical breakthroughs achieved at speed.
RBC BlueBay - EM equities: when challenges become opportunities
Is the improved performance of Emerging markets equities sustainable?
Digital assets: Is the bitcoin bull run just getting started?
Five key factors suggest cryptocurrencies may continue their 2024 momentum and see positive performance in 2025.
Time for a new shirt for Europe
The “rigid” European business community will have to learn to embrace change to remain internationally competitive. Investment opportunities abound on the old continent, but investors must look beyond its scratched image.
Interest rates fall, but recovery remains elusive in China
China’s 10-year bond yield has recently dropped below 1.6 percent, a consequence of a weakening economy plagued by deflation. For the first time in 14 years, restrictive monetary policy has shifted towards a moderately expansionary stance. The goal: to support the economy and repair reputational damage.
Market concentration higher than during the dotcom bubble in 2001
The concentration risk in equity markets is growing as US megacap technology companies continue to attract capital. Diversification, often seen as the only “free lunch” in investing, risks coming at a cost.
Investors deprioritise ESG due to economic uncertainties
ESG factors are playing an increasingly diminished role in the investment decisions of institutional parties. For the vast majority, short-term performance takes precedence over the long-term benefits of sustainable investing.
Private investors brace for an uncertain 2025
The year 2025 is set to be an uncertain one for investors in private markets, with particular concerns surrounding Donald Trump’s political agenda. However, experts also identify opportunities.