Search results for 'opportunities'

Search results 21-30 of 83
China equities: not a comeback, not a setback
Pessimism is the dominant sentiment of the day in China, yet we believe that the current landscape can give rise to unusual investment opportunities.
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Engaging with Japan Inc on governance reforms
Corporate governance reform is on the rise in Japan. These changes should generate long-term opportunities for active equity investors.
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Emerging markets are undergoing the biggest reshuffle in two decades
Polina Kurdyavko, discusses the risks and opportunities for emerging market debt for the rest of 2023.
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High yield’s active advantage
Claudio Da Gama Rose, Global leveraged team, discusses the set of opportunities for active asset managers for high yield.
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EM Debt: a bright spot in stormy skies
Polina discusses the opportunities and risks in EM debt, how geopolitics could impact the asset class this year, and what’s top of mind for investors.
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Ideas in action – Regional diversification brings risk mitigation to convertibles investors
We discuss the benefits of geographic diversification when investing in convertibles, following a recent large correction in global equity markets.
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Why allocate to a liquid alternative credit strategy?
In liquid alternatives, family offices have a flexible and liquid solution that can provide access to a wide variety of debt instruments.
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A fresh opportunity from dispersion?
Rising issuer dispersion in investment grade corporate fixed income creates a fertile hunting ground for active managers, says Andrzej Skiba.
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Duncan Farley
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Equities
Providing bottom-up active investment strategies.
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