We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.
Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.
As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opportunities may lie.
Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?
Our new analysis can quantify the physical impact climate change has on companies around the world. The costs could be considerable.
A new theory about the US dollar is challenging the way economists and markets think about currencies. It has particularly important implications for emerging market asset classes.