Opportunities in Next-Gen Emerging Markets The manufacturing winners of the last 20 years such as China and Korea look set to be challenged by the…
Are Chinese Stocks Finally Cheap Enough to Buy? Most investors remain pessimistic even though Chinese stocks have never been cheaper International investors continue to steer clear of the…
Why investors should now be paying close attention to the energy transition Greenhouse gas emissions have continued to rise globally and we are getting close to some critical tipping points. In 2023,…
Is the future of the UK bond market at stake? What happens when buyers become sellers? We see a significant shift in the UK gilts market as key buyers including…
Private Markets Outlook – compelling opportunities amid a liquidity crunch Investors faced several challenges in 2023, including a gradual liquidity squeeze in private markets. As we move forward, it’s crucial…
Transition plans are the next step solution for ESG action Standardised transition plans will help schemes focus on action rather than disclosure I have just finished my review of the…
Reimagining the multi-asset portfolio in a new investment world The era of cheap money is over. In this new world, we believe multi-asset portfolios need to be reimagined to…
Machine learning’s role in the hunt for alpha Machine learning is helping Vanguard’s Quantitative Equity Group find a little quiet in the noisy world of portfolio management. Markets…
Value and growth investing in the age of AI Breakthroughs in disruptive technologies such as artificial intelligence (AI) have recently helped to drive equity valuations to multi-decade highs. While…
The Average Retirement Age in 2024: US vs. UK With recent economic challenges and rising costs of living, retirement is on many Americans’ minds. You may be wondering: Is the state…