As an ever-more-aggressive rate-hiking cycle rocks the financial markets, might corporate credit offer a space that is both remunerative and relatively calm? Last week brought the third consecutive 75-basis-point rate hike from the U.S. Federal Reserve. The market had even priced in a meaningful risk of a full percentage point.
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
To understand the current volatility, it helps to get reacquainted with just how out of whack things were coming into 2022—in terms of both magnitude and timing.
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic strategies?
Active ETFs have taken the US by storm, accounting for half of US ETF launches in 2021. Many European asset managers expect increased demand for active ETFs in Europe. However, this demand is not being satisfied due to legacy regulation requiring daily holding disclosure...