A 2024
Opportunistic credit, like other alternative investments, offers the chance to pursue potentially higher long-term returns and greater diversification than may be available through traditional investment products.
J 2024
Signs are emerging that European real estate may have reached a bottom and is about to embark on a period of growth. But the next cycle is likely to be very different. Here’s why.
Mumbai has overtaken Hong Kong as the centre for IPOs in Asia. And while India’s listing boom appears frothy, we still think there are smart investments to be made.
Stimulus and reforms that are addressing cyclical and structural issues should invigorate Asia’s markets.
Risk looks attractive as economies across the globe remain strong. Some regions are starting to tread separate paths, uncovering idiosyncratic opportunities.
M 2024
How a new regime with shifting trends and sometimes unexpected motives could influence productivity and fundamentally reshape the investment-decision process.
As older participants opt to stay in retirement plans, plan sponsors have options to support their diverse needs.
Positive momentum is building on the back of encouraging inflation data. We believe the outlook for 2024 has brightened, but we caution that it won’t take much to spill over.
Major Asian economies are carefully steadying their ships as they sail into the second quarter, while domestic imbalances and geopolitical risks persist.
David Wolf, David Tulk, and Ilan Kolet tackle 11 questions facing the market this year including direction of bonds, interest rates and Canada’s economic challenges and opportunities.
