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27 6月 2025
債券
Senior Portfolio Manager
Senior Research Analyst
Senior Research Analyst
Market jitters miss the bigger AI picture
Market jitters miss the bigger AI picture
As investors navigate a slower growth, policy-fragmented environment, AI stands out as a long-term theme with the potential to deliver durable growth and broad-based opportunity across the value chain.
26 6月 2025
Fixed Income - High Yield
Head of Fixed Income EMEA
Resilient European High Yield market looks beyond tariff uncertainty
Resilient European High Yield market looks beyond tariff uncertainty
We cannot ignore the dominant themes impacting markets across the world, but a resilient and supported European marketplace is well placed to prosper in these challenging times.
25 6月 2025
Global investment solutions - LDI
Director, Investment Solutions
Client Director, UK Institutional
LDI differentiator: using a Reorganisation Fund
LDI differentiator: using a Reorganisation Fund
This mini-series of short articles shines a light on often under-discussed but important factors to think about when structuring your LDI investments. In this paper we will discuss disinvestments.