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Perspectives

Marketeye Blog

The struggles between wages and inflation

Wage growth has picked up in a number of countries, but is it keeping pace with inflation and productivity? Here is what the data says.

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Fixed Income

Staying in credit

The US healthcare system could be facing major financial changes with a shift from a fee-for-service model to value-based care.
 

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Insights

Opportunities in Fixed Income

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Equities

Utilities and the regulatory arms race

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Equities

Newton drawn to energy and telecoms

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Facing the global wage growth challenge

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Equities

Trip note: The Nordics

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Fixed Income

A shared fixed interest

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ESG

Biofuels: Fueling the next food crisis?

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Staying in credit

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Equity

Emerging market equities: Is there opportunity?

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Markets & Economy

Diabetes drugs shown to aid in weight loss, could cut healthcare costs

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Markets & Economy

How genetic medicine may revolutionize healthcare investing

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Equities

Global equities 2023 outlook

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Markets & Economy

How value-based care models could transform healthcare

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ESG

Can COP27 change the face of EM climate support?

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Equities

2023 Outlook: Global infrastructure could offer resiliency amid uncertain times

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Equities

Large cap value outlook 2023: Strength in the “old economy”?

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ESG

Global natural resources outlook 2023: Volatility and the scarcity economy

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Equities

Climate change and agriculture: A vicious cycle or opportunity for innovation?

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Fixed Income

Can fixed income deliver in an inflationary wave?

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Insights

Credit Insights - There is No (Sensible) Alternative

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Markets & Economy

Trip note - Japan

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Markets & Economy

Why EM investment may be key to net zero targets

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ESG

Transitioning to a low carbon future

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Equities

Value opportunities in the industrials sector

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Markets & Economy

Trip note - Vietnam

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Equities

The importance of water to agriculture

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ESG

The shifting world of responsible investment

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Equities

Resilient sectors in a volatile economy

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Markets & Economy

November 2022 Fed 75 bps and Beyond

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Equities

Is now value’s time for the limelight?

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Insights

Insight Investments - Global Macro Research - The US Dollar's Global Reserve Status: Bending, Not Breaking

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Insights

China Political Update: Xi to dominate as far as the eye can see

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Markets & Economy

6 Reasons why Asia may be full of opportunity

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Markets & Economy

Young China drives consumer opportunity

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Equities

Where to find value in value investing

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Insights

Instant Insights - Sticky CPI Situation

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Equities

The geopolitics of agriculture and food

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Markets & Economy

Why the bond bear market may not be over yet

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Markets & Economy

Can unemployment stay this low?

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Markets & Economy

Why gene tech could be a health care ‘game changer’

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Markets & Economy

Shamik Dhar: Making sense of economic shocks

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Markets & Economy

September FOMC: Fed Still Hopes For A Soft Landing

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Markets & Economy

Understanding the shifting agricultural landscape

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ESG

Exploring the social side of ESG

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ESG

Why natural capital depletion matters

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ESG

Playing the ratings game in responsible investment

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ESG

China, India and the ESG challenges ahead

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Fixed Income

Can fixed income markets offer light amid the gloom?

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Markets & Economy

How inflation, consumer sentiment is shaping consumer buying habits

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Markets & Economy

The rise and rise of the creator economy

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Markets & Economy

Blockchain extends its business reach

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Markets & Economy

The short appeal of high yield

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Markets & Economy

Why the past doesn't hold the key to inflation protection

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Markets & Economy

Getting ready for a range of outcomes

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Markets & Economy

Why your hamburger costs more

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Insights

Is a US recession on the horizon?

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ESG

Natural Resources Fund: Are commodities the future?

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ETFS

Hidden Depths of ETFs

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Markets & Economy

Breaks in the supply chain

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Markets & Economy

Making the Case for Ultra-Short Bonds

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ETFS

29 years and counting: making the case for ETFs

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ETFS

Weathering the Storm

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Markets & Economy

Five past bear markets and what they taught us

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ETFS

The case for high-yield ETFs

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Insight

Meet the manager: Brian Ferguson

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This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, and should not serve as a primary basis for investment decisions. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. Views expressed are those of the author stated and do not reflect views of other managers or the firm overall. Views are current as of the date of this publication and subject to change. The information is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. References to specific securities, asset classes and financial markets are for illustrative purposes only and are not intended to be and should not be interpreted as recommendations. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.

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