View from the top with PGIM’s Matt Shafer: Mission possible
PGIM’s head of international distribution is tasked with extending the US intermediary’s reach across Europe, the UK and Asia
United States
-
-
Macro matters: US debt crisis looms
Mounting US debt threatens to plague Donald Trump’s second term in the White House and could have serious knock-on effects for investors
-
Knacke’s money maps: Mind the productivity gap
Divergence in labour market productivity in the US, UK and Europe suggests it’s time to reconsider equities this side of the Atlantic, says Shard Capital’s Ernst Knacke
-
Square Mile’s Fund Selector: IA Sterling Strategic Bond funds to watch
Eduardo Sánchez, associate research director – fixed income, alternatives and multi-asset, checks out the top performers and compelling newcomers
-
Macro matters: The Mexican wave
Mexico is now the US’s largest trading partner, and even in the case of increased tariffs on the back of a Trump election victory, the country could stand to benefit
-
Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space
-
Generation next with RBC Bluebay AM’s James Bailey: ‘Being right is not enough’
The portfolio manager on the next phase of the global economy, how skilled managers can get an edge on the machines and the danger of following the crowd
-
Square Mile’s Fund Selector: Japan funds to watch
Square Mile’s Ajay Vaid checks out the top performers and compelling newcomers
-
Macro matters: Made in Mexico
As the nearshoring boom gathers pace on the back of the US/China trade war, Mexico is well placed to take full advantage
-
Wealth manager Q&A with Eren Osman: The power of passives
Arbuthnot Latham MD on the profound impact of passives, financial wellbeing and how assessing suitability is still the most important piece of regulation
-
Time for silver to outshine gold?
The precious metal has lagged gold significantly in recent months
-
(Another) new dawn in Japan?
With Japanese equities performing well over the past decade, managers argue it is unfair to suggest the country’s previous ‘new dawns’ didn’t play out
