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.
US budget deficit may mean yields stay higher for longer
Odey Asset Management; BoE; Fed; - The biggest stories from the world of investment and asset management this week
A soft landing or a hard landing? Aegon AM Portfolio Manager, Alexander Pelteshki, looks to 2024, where markets are still searching for an answer to this key question.