Strategist’s Corner: Are yesterday’s tailwinds tomorrow's headwinds? (MFS IM, Oct 2021)
In this Strategist’s Corner, Rob Almeida assesses the impact of supply chain disruptions on profit margins and asset prices.
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Direct Lending: How senior is your debt? (Federated Hermes, Oct 2021)
In this report, Federated Hermes proposes a framework for analysing risk-adjusted returns for different direct lending strategies within private credit. They also discuss current market pricing and…
Hedge Fund Strategy Outlook Q4 2021 (Franklin Templeton Investments)
As Franklin Templeton moves into the fourth quarter (Q4), global equity and bond markets are in a tug-of-war involving various good news versus bad news debates. Covid-19 cases are declining, but…
