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.
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.
As investors face the prospect of the near-40 year bull market in bonds coming to an end, many are questioning the role of bonds in their portfolios. The knee-jerk response of many will be to cut duration. This could prove a mistake.