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From our partners
RBC BlueBay Asset Management
February 15, 2024
RBC BlueBay AM: Running hot
And that’s not just global temperatures!
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RBC BlueBay Asset Management
February 9, 2024
China: growth trajectory paused or broken?
Our year kicked off with a trip to Beijing, Shenzhen and Hong Kong, and as always, we were…
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Capital Group
February 8, 2024
Capital Group | Rob Lovelace on what’s in store for 2024
As we embark on a new year, the challenges ahead are well defined.
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Invesco
February 6, 2024
Invesco: What’s the outlook for private credit, private equity and real assets?
In each new edition, we look at the outlook for private market assets. In particular, we focus on…
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RBC BlueBay Asset Management
February 1, 2024
Emerging markets and climate transition: progress, challenges and opportunities
In 2022, we wrote about emerging markets (“EM”) being a key piece in the climate puzzle.
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Invesco
January 30, 2024
Invesco - Private credit 2024 investment outlook
Experts from our direct lending, bank loans and distressed credit teams share their views on the…
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Capital Group
January 25, 2024
Capital Group | 5 keys to investing in 2024
What a difference a year makes. At the start of 2023, market pessimism was widespread, investors…
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RBC BlueBay Asset Management
January 24, 2024
Braving the cold
…while the market direction becomes hazier for now.
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Invesco
January 23, 2024
The Aristotle List: 10 improbable but possible outcomes for 2024
Each year, in his Aristotle list, Paul Jackson seeks those, unlikely-but-possible, out-of-consensus…
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RBC BlueBay Asset Management
January 17, 2024
EM Equity Outlook report 2024
We are pleased to share with you our RBC Emerging Markets Equity Outlook for 2024.
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AXA IM
December 20, 2023
AXA IM: Outlook 2024
For 2024 we expect lower growth, lower inflation and limited interest rate easing.
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RBC BlueBay Asset Management
December 17, 2023
Little to prompt early policy changes
And a government making things up as it goes along.
Read more
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Our partners
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La Française
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