US Election Perspectives 2024 (MFS)
While we feel it’s important for investors to familiarize themselves with the policy proposals of the major party…
Stocks and Sectors Outlook
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Cross Asset Investment Strategy - September 2024 (Amundi)
The Yen carry trade is being unwound sharply due to weak US data and a hawkish surprise from the BoJ, with the Yen…
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Japan Today: Gaman & the Capacity to Endure (Burgundy Asset Management)
Amid claims of a corporate governance makeover and an endorsement from Warren Buffett, many foreign investors have…
In Reinsurance, Boring Is Beautiful: The 2024 Insurance Value Creators Report (BCG)
With an annual total shareholder return (TSR) of 11.5 % over the past ten years and 13% over the past five—both…
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