A wide-ranging selection to keep you informed
For many, June has been another month of inflation watching, central bank predicting, and market finger-crossing. But what of the big picture? That’s where our curation of the top investment content comes in, offering thought leadership that looks beyond the short-term.
Whilst recent years have provided headwinds to the Chinese economy, going forward there may be opportunities for investors who concentrate on earnings revisions.
Infrastructure investing is increasingly popular as investors seek alternative investments that can offer inflation protection, steady long-term return, and risk diversification.
This white paper considers how machine learning can help predict which companies may face financial distress, and looks at the future of machine learning for stock selection.
Blockchain technology could have the same impact on financial markets as the internet did a few decades ago, and has potential far beyond the development of cryptocurrency.
Whether ESG investing enables superior risk-adjusted performance is difficult to qualify, and ESG strategies may be better judged on their positive environmental and social impact.
With 60/40 portfolios suffering in the year to-date, this article looks at previous poor years for the 60/40 as well as considering whether drawdowns smooth out over the long-term.
What are energy and resources executives thinking about the energy transition? They are taking more action to address challenges, but are also facing increasing complexity.
This extensive World Bank report provides a global economic outlook and regional forecasts. A main focus is on stagflation and implications for energy from Russia's invasion of Ukraine.