Investment Research from our Members
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
Candriam Equities L Oncology Impact souffle sa première bougie, l’heure d’un premier bilan.prévention et ses conséquences.
Sunil Krishnan asks whether higher-yielding fixed income assets remain good diversifiers for multi-asset portfolios in the current environment.
The “reflation trade” appears real, but risks are still elevated.