While the world’s major equity regions – headlined by the US – have continued to tick higher in recent months, fixed income investors have found conditions far more challenging.
Active ETF AUM hits record $889bn in May
As we near the halfway mark of the year, it is a good opportunity to assess the current state of play within markets and examine the likely drivers of returns for the remainder of the year and beyond.
Prudent to increase value exposure
We began 2024 with an overweight position in equities and still believe there is more upside to come, as corporate profits on both …
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