The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
Is an M&A boom brewing? There’s a shift underway in the mergers and acquisitions (M&A) market. The headwinds of rising rates, price volatility and increased global regulatory scrutiny appear to be fading—and
Setting up a calcium hypochlorite manufacturing facility necessitates a detailed market analysis alongside granular insights into various operational aspects, including unit processes, raw material procurement, utility provisions, infrastructure setup, machinery and technology
Perhaps the key macroeconomic variable that points to the potential for investors to face a new strategic investment regime is inflation. Certainly, when we have strategic conversations with investors about the medium-to-long
Earnings Growth Patterns Are Changing So what should investors look for? It depends on your investment philosophy. Growth investors can target companies with clear business advantages to support profits that exceed the
CLO issuance is expected to remain strong, supported by experienced managers and robust investor demand. The market could see record levels of issuance if the weighted average cost of debt tightens alongside
Mar 10, 2025 Trucking stocks have experienced turbulent times, with recent data pointing towards an investor-driven sell-off in response to declining truckload spot rates. According to a report by Citi’s transportation analysts,
Important information – This article isn’t personal advice. If you’re not sure whether an investment is right for you please seek advice. If you choose to invest the value of your investment
In today’s rapidly evolving healthcare landscape, making informed investment decisions is crucial. Mercer’s annual survey of healthcare asset owners provides valuable data and observations on asset allocation, performance, governance, and market/industry concerns.
On the credit side, spreads on high-yield bonds are relatively low, but all-in yields are still above long-term averages. The starting point of yield to worst has historically been a good indicator
The wellness trend is attracting investors seeking portfolio diversification.
Recent M&A activity and strategic partnerships in wellness-related real estate make this a sector to watch.
Investors seeking to broaden