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...

By Schroders : Our sustainable investment team’s fourth quarter report highlights how we've achieved full integration of sustainability factors into investment decisions across all investment desks. We also showcase some of our voting and engagem...

Our quarterly analysis highlights the charts and data that matter to investors in corporate credit and emerging market debt. Valuations have become unattractive in most cases but recovering economies could keep credit spreads at least stable ...