Why the Euro High-Yield Market May Be Worth the Risk
Meanwhile, the amount of distressed debt is small and is concentrated in the low single B/CCC part of the market, so we don’t expect it to become a systemic concern. For the
Blandford Capital fuels TRL’s global expansion with strategic investment
Transportation research firm TRL secured a strategic investment from London-based private equity firm Blandford Capital to accelerate its growth and expand its reach worldwide. While financial details of the transaction remain undisclosed,
Manish Sonthalia’s 5 market insights: What every investor should know – Market News
It’s been a rather tumultuous 2025 for the markets so far. The Nifty and the Sensex are down 5% each for the year and the Nifty’s market cap declined a whopping 15%
2025 Outlook for European Fixed Income: From Uncertainty to Opportunity
For a deeper dive into this topic, read European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity. TRANSCRIPT: John Taylor: In 2024, we had a lot of election risk driving market volatility, and as
Investing for Security in Unstable Times: Energy and Supply Chains
What type of businesses could benefit? We believe companies that manufacture equipment or infrastructure for electrification should continue to enjoy solid growth as the quest for energy security plays out. Similarly, equipment
Bitcoin: Handle with care | Lombard Odier
Bitcoin traded at more than USD 100,000 for the first time in 2024, taking returns to about 120% for the year. We look at what factors investors should consider when deciding whether
Power Play: How to Invest Smarter in the Race for Electrification
The Need for Speed Speed to market is an important consideration. In the US, for instance, AI is substantially increasing power demand at a time when significant amounts of coal-fired power generation
Why Asia-Pacific Investment Grade is a Hidden Gem
From our vantage point, there is attractive relative value embedded in particular situations that are not well understood by the market nor widely acknowledged. For example, Prosus (PRX.NA), Tencent’s 24% shareholder with
Sustainable Investment Insights – January 2025
Q4 saw a broad variation in the relative performance of SI indices. Climate-focused equity indices outperformed, while ESG-focused indices underperformed. SI Alternatives and SI Sovereigns were weak, and SI Corporates performance was
Private Credit Outlook: Expanding the Universe
Experienced managers can effectively dimension and compensate investors for the risk of potential losses, including by purchasing loan portfolios at a discount or building in certain protections. For example, a manager might
Global Investment Outlook 2025 – WTW
2024 proved to be a year of exceptional returns for many financial assets. We saw major stock market indices, including the S&P 500, reach record highs and the Federal Reserve cut interest