insights.

This issue of Fallen angels radar monitors progression in corporate credit ratings and how our active management approach seeks the best recovery potential.

Analysing market returns for each US election period from 1964, we ask: should multi-asset investors increase diversification before the November vote?

This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

The strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.