Schroders : Is China set to export deflation – and trade tensions – once again?
Schroders : Is China set to export deflation – and trade tensions – once again?
PGIM Investments: Preparing for spread widening in high yield
After nearly two years of rising interest rates and elevated yields, PGIM Fixed Income’s Jonathan Butler thinks today’s bond market favours high yield investors. Despite headwinds on the horizon, he believes it could get even better.
Markets’ inscrutable movements
Markets can often be inscrutable, as seen in December’s US inflation data, which showed a rise in headline inflation to 3.4 percent, unexpectedly surpassing the forecast of 3.2 percent.
Shares have been muddling along since, in a reaction seemingly consistent with these figures. Yet, this contradicts the trends observed in recent months.
Amundi Research Institute keeps CIOs, clients on track
A fresh approach to investment research that Paris-based Amundi, Europe’s only asset manager ranked in the global Top 10, adopted two years ago appears to be paying off by effectively guiding Chief Investment Officers and clients in maintaining investment discipline. “Having a disciplined way to look at the market is helpful,” Monica Defend, the head of the Amundi Research Institute, told Investment Officer in this IO Talks podcast interview.
Nordea AM: Why resource efficiency can shape the future of the food service industry
To deal with these pressures, restaurant owners are increasingly turning to sustainable kitchen solutions to improve their bottom line.
Transfer Thursday: Euroclear, Arrow, Partners Group, KPMG
This week’s overview of transfers, appointments, promotions and other people news includes updates from Euroclear, Arrow Global, Partners Group and KPMG Luxembourg.
LPs become more demanding as dry powder grows
In the private equity (PE) market, a significant shift is occurring as Limited Partners (LPs) increasingly demand the release of funds from older investments before considering new commitments. This change comes amidst a backdrop of unprecedented levels of “dry powder” - uninvested capital within PE firms.
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.
2024 Market View: Global Investment Grade
Andrzej Skiba, Head of US Fixed Income, Senior Portfolio Manager, shares his thoughts on 2023 and the year ahead.
The future of open-ended Eltifs is still undecided
The use of liquidity pockets for open-ended Eltifs, European long term investment funds, remains to be clarified by the European Commission. In their first contribution as Knowledge Partners for Investment Officer, Marc Meyers and Sebastiaan Hooghiemstra of Loyens Loeff Luxembourg review the liquidity management tools proposed under the EU’s supervisory standards for the new generation of Eltifs.