NOTRE SÉLECTION
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Rapports |
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As the delayed effects of past monetary and fiscal policy become more evident and the need for new policy takes hold, the BNY Investment Institute expects the coming quarters to challenge the resilience of economies and the durability of markets. Read more in the latest edition of our quarterly economic and asset allocation analysis, Vantage Point.
Rapports |
Macroéconomique
Pour naviguer dans le contexte d'investissement incertain d'aujourd'hui, il faut comprendre les forces qui façonnent les marchés. Ce premier rapport de notre série en trois parties explore le paysage macroéconomique et le contexte des banques centrales, et ouvre la voie à nos perspectives sur les marchés obligataires et actions dans les rapports suivants.
Articles |
Alternatives
In today’s uncertain environment, constructing resilient portfolios is crucial. We believe integrating alternative investments may cushion volatility and offer the potential for emerging return streams.
Articles |
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The Bloomberg Global Aggregate Bond Index (Global Agg) is unmatched in its scale and diversity providing investors with an extensive range of opportunities to capture value. Its scale is vast, encompassing more than 30,000 securities from more than 3,100 issuers and with a market capitalisation of over $50 trillion.
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Five years from the start of the pandemic, some are concerned that a wave of corporates are set to refinance at higher rates, threatening disruption. However, Insight Investment’s analysis indicates such risks are muted.
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La volatilité des marchés ne montre aucun signe de ralentissement. Insight Investment estime que cela présente des opportunités pour les stratégies obligataires à performance absolue qui visent à générer des rendements positifs quel que soit l'environnement de marché.
INSIDE THE FUND MANAGER'S HEAD
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In this video, Walter Scott client investment manager Murdo MacLean talks about US nuts and bolts and safety equipment supplier, Fastenal. What makes this 58-year-old company stand out?
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In this video, Newton global income portfolio manager Jon Bell considers some of the forces shaping global equity markets 100 days into Donald Trump’s second tenure as US president.
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In this video, Walter Scott client investment manager Murdo MacLean discusses a trip to Japan undertaken by members of the research team. Find out what they learned.
VIDEOS
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Vidéo |
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Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.
Vidéo |
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Dans cette vidéo, Andy Warwick, co-responsable de l'équipe Real Return, revient sur l'année écoulée de la stratégie et partage son point de vue sur les classes d'actifs et l'économie mondiale. (Vidéo disponible uniquement en anglais).