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.
Farming for a better future
Regenerative farming is unique among other sustainable and organic farming systems in that it focuses on quantitative, measurable outcomes, and without dogmatically prescribing how those outcomes should be achieved.
Fund Radar: Defence stocks benefit from conflict
Investors are spotting opportunities in defence companies, particularly given the continued military support for Ukraine and significant increases in European defence budgets. Long-term revenue prospects appear stable, driven by the ongoing maintenance of military equipment and the need to replenish supplies.
Regenerative farming: can you do well and do good?
We believe that investors must become active in the transition to a more sustainable food and agricultural system and that farmland should play a more important role in institutional investment portfolios
RBC BlueBay - Here comes the boom
BlueBay Chief Investment Officer, Mark Dowding presents his week weekly macro commentary