Investment Insights - Page 34

Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail. The 21st-century financial marketplace offers a bewildering array of equity portfolios

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

Outlook at a glance When analyzing the macro-outlook and the balance of opportunity and risk in various financial markets, one approach we find useful is macro or micro-related investment themes. These themes

This commentary originally appeared in Fortune. The views expressed are the authors’ own. We have presciently warned for a year, and earlier this week in Fortune, that Trump’s economic policies and this

Global market rotation led to the broad underperformance of SI equity indices in Q1.  Tech overweight, Energy underweight and Aerospace and Defence underweight were all headwinds. SI fixed income saw a better

MUMBAI: Taking investor education a step further, Publicis India has conceptualised a new film for HDFC Asset Management. Titled ‘Hum Sab Investors Hain’, the film is part of HDFC Asset Management’s flagship

To facilitate legibility, the language forms male, female and diverse (m/f/d) are not used simultaneously in this text. All references to persons apply equally to all genders. Schroder Investment Management (Switzerland) AG

Asia high yield sectors continued to perform well  The core sectors within Asia high yield that range from financials, commodities, infrastructure, renewables, and gaming, continue to perform positively from a credit perspective.

As stocks dip, bonds are stepping up. Since mid-January, a new political regime in Washington has shaken the geopolitical landscape and global markets. In this volatile environment, bonds have performed well, resuming

The global shift towards cleaner energy is accelerating, and investors in the energy and natural resources sectors are navigating an evolving landscape of opportunities and challenges. The latest KPMG report tracks the