An investor’s guide to the US presidential election
We assess the key differences between Donald Trump’s and Kamala Harris’s policy platforms, and highlight the potential implications for the financial markets.
For fixed income investors, the election outcome really matters this time
Andrzej Skiba, Head of US Fixed Income, shares his views on how the upcoming US election may impact fixed income investors
Asset owners bullish on hedge fund growth, study shows
Institutional investors are predicting significant growth and risk-adjusted returns in the hedge fund sector over the next few years, according to new global research from Beacon Platform Inc., a provider of portfolio analytics and risk management solutions.
Prosecutor sounds alarm over Luxembourg’s backlog of 862 financial crime cases
Martine Solovieff, Luxembourg’s top criminal prosecutor, has issued a stark warning regarding the country’s persistent struggle with financial crime investigations, citing overwhelming caseloads and staffing shortages as key obstacles.
10 things for investors to watch in the fourth quarter
Oil prices, US inflation, stimulus in China and earnings season are among the Top 10 things we’re watching in the fourth quarter.
Regenerative farmland: Managing climate risk with AI
We know that climate change can present challenges for agricultural investors, such as the risks of global warming having an impact on harvests. So how do we use artificial intelligence to mitigate these risks?
RBC BlueBay - AI-related stocks: a time to tread carefully
The AI theme is a pertinent one for emerging markets equity investors. However, elevated stock valuations and strong demand suggest caution.
Fund Radar: a turbulent third quarter globally
From depressed to euphoric. The mood of global stock markets could change rapidly during the third quarter of 2024. To navigate through such volatile market conditions, investors need a long-term vision, patience, and perspective.
Baillie Gifford on why looking beyond financial statements matters
Carla Bannatyne of Scottish investment management firm Baillie Gifford explains why corporate culture can be the heartbeat of business success
Why complement direct lending with real estate debt?
Private credit, including real estate debt and direct lending, may offer diversification and lower volatility, making it potentially an attractive option for investors seeking optimized portfolios.