Europe's Untapped Alpha Opportunity

The power of peer pressure has helped to make Japan’s corporate governance reform a success over the last year, particularly benefitting Value stocks.

First small cracks are starting to appear in credit driven by the higher for longer rates environment, while select opportunities are surfacing in emerging markets.

Healthcare has endured short-term headaches as inflation and rising rates squeezed cash flows. Now it looks set to resume offering its unique characteristics for private credit investors.