A Golden Era for Equities in an Age of Crisis (Robeco)
Global equity markets are being sustained by record earnings and strong economic growth in the U.S. and emerging…
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The Early View: Under Pressure (Man Group)
Man Group expect that hedge fund strategies might need to brace for more volatility over the next quarter as bond…
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Buying from the Impatient (Natixis IM)
Notes on what Natixis IM were buying while the market was busy buying semiconductors, what makes a software…
The Case for Re-Weighting Emerging Asia (Natixis IM)
Reset your portfolio towards Growth & Innovation at attractive valuations.
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