Risk-taking around the 3Gs: Geopolitics, Growth, Green

The emergence of data infrastructure was a defining theme in the last decade. As the sector matures, Laurence Monnier explains why further expansion, consolidation and the development of a secondary market are likely.

Fears over “secular stagnation” appear to be overdone.

Candriam Equities L Oncology Impact celebrates its first year: time for a progress update

Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.

Records, surprises and opportunities

A closer look at how fixed income markets could perform this year.

December, Q4, 2019 and 2010s Performance Review

The “reflation trade” appears real, but risks are still elevated.

Why Going Global Makes Sense for High Yield Investors