Key points: Increased social restrictions as Covid-19 cases surge weighing on growth in near-term, especially in Europe, but progress on vaccinations provides grounds for optimism further ahead. Solid fourth-quarter GDP growth means Ch...

Comment by La Française High Yield in 2021 – the positive trend should continue US High Yield and EM High Yield expected to develop more strongly than European High Yield; however, uncertainties for EM High Yield to be consi...

Biden’s victory raised expectations for infrastructure spending in the US, sparking a surge of flows to end 2020. As an asset class, infrastructure can offer uncorrelated returns to equities and thus appeals to certain investors. Moreover, an expo...

To see something more clearly, sometimes you need to take a step back. Growth’s outperformance versus value has been undeniable over the past decade, but viewed over the last 20 years, it’s clear this is simply a reversal of the value-driven super...

Comment by Ima Sammani and Simon Harvey, Monex Europe "We don’t see the Bank of England committing to or embarking on negative interest rates as early as Thursday’s meeting, nor do we expect changes to the QE, but Term Funding Scheme conditions f...

Tim Edwards, Managing Director, Index Investment Strategy at S&P Dow Jones Indices comments that January began brightly for the S&P 500 and its factor family, as the steadily increasing number of administered COVID vaccines provided an una...