Q&A with a Portfolio Manager: Meeting Client Needs in a Changing World
Sustainable investing has become more closely tied to resilience and pragmatic decision-making. We are publishing...
Active ETFs
Focused on Fundamentals: Why Active Investing Matters in European Equities
Europe is a key part of equity allocations. We highlight the case for active management and argue it’s a focus on fundamentals that matters. European...
Allianz
Q&A with a Portfolio Manager: Meeting Client Needs in a Changing World
Sustainable investing has become more closely tied to resilience and pragmatic decision-making. We are publishing a short series of Q&A interviews with portfolio managers, sharing their perspectives of what this...
Latest articles
Oil, Iran and Global Supply Chains: Why Duration Matters for Markets
The recent Iran-related escalation in the Middle East has moved beyond a short-term oil shock....
The Roadmap for European Infrastructure Development: Tailwinds from Capital Shifts, Regulatory Reform and Scarce Assets
Marketing Communication. Capital at risk. For Professional Investors Only. Please read fund legal documentation before...
PODCASTS
High Yield Chat with Principal Global Investors
DDQ Invest chats to Simone Mallardi, Senior High Yield Analyst
How to Find a Special Situation Investment...
M&G Special Situations Podcast
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Weekly House View | No Deal, Hormuz...
The CIO’s view of the week ahead. The week in review President Donald...
CT UK Social Bond Fund Annual Social...
Welcome to the 2025 CT UK Social Bond Fund Annual Social Performance Report....
The Next Big Theme – February
Download the latest edition of The Next Big Theme, featuring perspectives on Data Centres, Quantum...
In Credit Weekly Snapshot – Rip it...
The US Supreme Court has said that Trump’s imposition of ‘emergency’ tariffs was...
Upcoming Events
Fixed Income Masterclass Lunch
Geneva | 10th March 2026
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Hôtel Métropole Genève
Fixed Income Masterclass Lunch
Zurich | 11th March 2026
This lunch event will bring together leading fixed income experts, portfolio managers, and...
Mandarin Oriental Savoy, Zurich
Trending
UK GDP: Still not Growing Much
The UK’s gross domestic product (GDP) in the fourth quarter...
Nordea Updates Sector Target and Clarifies Position on Oil and...
Following our progress in climate risk management over the past...
ECB Rates on Hold Even as Inflation Dips; Volatility Hits...
The European Central Bank kept its main interest rate at...
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US Federal Reserve: Firmly in Data Watching Mode
The US Federal Reserve left interest rates on hold in its meeting on 28 January 2026 at 3.50%-3.75%, with perhaps...
UK Equity Income Bulletin – February 2026
This month’s UKEI Bulletin highlights a strengthening domestic outlook, with firmer retail sales, improving PMIs, rising consumer confidence, and a...
Politics, Currencies and Relative Value
The US dollar is lower against most currencies so far this year. Some extreme commentary has dubbed it the ‘debasement’...
Yields Spike, Costs Lag
Markets can reprice JGBs overnight, but the real fault line between volatility and vulnerability is when the effective interest rate...