Why size matters in an increasingly bifurcated direct lending market.

Corporate share buybacks are at a record and soaring household savings indicate potential future consumer spending in Britain. Also, the Renters Reform Bill is creating new investment opportunities in affordable housing.

Becoming a retiree no longer means giving up investment risk. In this context, diversification is more essential than ever, argues Chris Parker.

A long time horizon is a competitive advantage. 10 ideas for those with 10 years.

As Donald Trump’s cabinet takes shape, China and Asia ex-Japan brace for upheavals in trade dynamics. The onus will now be on internal solutions to ensure the future of economic growth in the region.

In the market frenzy of the ‘Trump trade’, Tesla’s performance stands out. Also, the impact of the new president’s climate policies may be moderated by political realities.

Listen to Jason Mitchell discuss with Paul Bodnar, Bezos Earth Fund, about what’s at stake in the current political environment.

US dollar-denominated Asian credit—once seen as a volatile last resort— may be an unexpected beneficiary of Donald Trump’s policies. Also, last week’s Bank of England rate cut will do little to alleviate the UK’s housing market woes.

Most of Donald Trump's policies should be market-friendly, but they come with extra tail risk driven by a potential willingness to break established frameworks.

Markets have soared on the news of Donald Trump's return to the White House. Here are our initial thoughts on his remarkable comeback.

Shifting interest-rate expectations have manifested most clearly in bond market gyrations and, by extension, bond positions of trend-following strategies. This relationship is particularly acute in 2024. On a different note, how much do investors care about Japanese politics?

Pairing trend-following with long-short quality strategies can bolster portfolio defences against sudden market volatility, addressing the challenges of relying on trend-following alone.