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3 12月 2025
Equity - Europe
European rally set to continue and performance broaden out
European rally set to continue and performance broaden out
Improvements have been driven by banks and defence, and these may continue to perform, but as earnings growth rises in 2026 we expect performance to deepen.
3 12月 2025
Global investment solutions - LDI
LDI focus: Diversification benefits of US securitised credit
LDI focus: Diversification benefits of US securitised credit
US securitised assets offer diversification benefits in a marketplace that offers attractive yields for its high-quality nature. When blended into LDI portfolios there is opportunity to enhance collateral waterfall resilience while improving risk/return dynamics.
2 12月 2025
Fixed Income - Emerging Market Debt
In Credit Weekly Snapshot – Tired of waiting for you
In Credit Weekly Snapshot – Tired of waiting for you
The European Central Bank is contending with increased fiscal spending and a massive shift in the Dutch pension system, leaving markets seeking clarity. Read on for a breakdown of fixed income news across sectors and regions.
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当社は、北米、欧州、およびアジアにおいて650名以上の投資プロフェッショナルを擁しており、グローバル市場、地域市場、および国内市場や、各資産クラスにおけるアクティブな運用戦略とソリューションを提供しています。
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