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 l'environnement d'investissement incertain d'aujourd'hui, il faut comprendre les forces qui stimulent les marchés. Notre série en trois parties « Altitude de maintien : Perspectives en période de volatilité » examine le contexte macroéconomique, l'évolution du paysage des banques centrales et des perspectives sur les marchés obligataires et actions.
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.
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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.
Rapports |
Macroéconomique
Moody’s has downgraded the U.S. government’s credit rating from Aaa to Aa1, becoming the third major credit rating agency to do so.
INSIDE THE FUND MANAGER'S HEAD
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IFMH |
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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?
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.