Wenchang Ma from Ninety One speaks to James Dunn from The Inside Network for our IN60 series on top results from bottom up stock picking.
The Fixed Income team no longer projects a technical recession in the United States, and the trajectory of disinflation in both the United States and euro area will flatten—primarily due to wage pressures stemming from record low unemployment—and central banks are thus likely to keep rates higher for longer.
Anthony Kirkham from Western Asset Management goes in-depth with James Dunn from The Inside Network on bonds are back.
Steve Sun from Morgan Stanley Investment Management goes in-depth with Laurence Parker-Brown on emerging markets and the compelling opportunities ahead.
This fifth edition of the ‘Emerging Market Green Bonds Report’ reviews key green, social, sustainability, and sustainability-linked (GSSS) bond market trends in 2022 and outlines our expectations for 2023 and beyond. It also discusses the implications for the asset class of recent developments in policy, regulation, and technology. As in the previous four editions, this…
Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on whether to be optimistic about the clean energy transition and Net Zero.
Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on what climate policies are being adopted by issuers.
Despite recent China woes, emerging markets are poised to enjoy a growth advantage over developed peers, creating opportunities for investors across all major asset classes. Countries in Latin America are paving the way for a bout of monetary policy easing in the second half of the year; the prospect of lower interest rates has helped…
Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on how to express disclosure with an issuer, to exclude or engage.
Henrietta Pacquement from Allspring Global Investments shares insights with James Dunn from The Inside Network on what role can fixed income play in the clean energy transition.
