How partnerships create value for international index fund investors. A Q&A with Vanguard’s Christine Franquin.
Maximising opportunities in decarbonisation leaders
This year’s flood of capital into cash investments after a decade of negative returns has been well documented. Our fixed income investment team examine the UK as a case study and discuss why they believe forward interest rates suggest cash could reign as king for a while.
We consider whether active stock selection across the market capitalization spectrum can consistently add value across varying market conditions.
Markets might have got their interest rate outlook wrong, but the case for holding global bonds as part of a multi-asset portfolio remains as strong as ever
It is a mistake to focus on mark-to-market calculations rather than forward profitability
From inflation hedging and yield to impact goals and climate risk mitigation, investors’ expectations for infrastructure are high.