Industry Voice
Equities
T. Rowe Price's Yoram Lustig discusses the latest global market themes
04 April 2023
•
3 min read
Investment
Aegon AM’s Head of Europe High Yield considers the tactical and structural case for the asset class at a time when the ‘high’ part of ‘high yield’ is finally living up to its name.
17 March 2023
•
4 min read
Alternatives
Unbeknownst to many, semiconductors underly many facets of modern life, from mobile phones to automobiles. The Ninety One Quality team analyse the industry and discuss long-term winners in the space.
15 March 2023
•
6 min read
Emerging markets
T. Rowe Price's Chris Kushlis discusses why China reopening is supportive, but isn't enough on its own
15 March 2023
•
4 min read
Equities
The market is pricing in a policy rate of 4.75% by the year-end. Aegon AM’s James Lynch discusses why there has been such a huge turnaround in expectations.
10 March 2023
•
4 min read
Economics
With growth overtaking rates as the dominant macro force driving market returns, how should multi-asset investors respond?
09 March 2023
•
1 min read
