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“To win by not losing is the core of our investment philosophy,” says Wade. “Different policies globally result in diverging growth trends which are a key driver of corporate returns and lead to return dispersions.”
It’s therefore key for investors to perform bottom-up analysis as well as to view things from a macro perspective, believes Wade.
“It’s impossible to think of rigorous credit research without the context of macroeconomic analysis.”
Active equity and fixed income funds saw positive inflows for the month
Cristina Pérez Liz joins Octopus from Kennedy Wilson
Washington-based think tank says Europe’s industrial sector faces ‘formidable challenges’
There are few signs of optimism across the continent, according to ING economists
The UK is also bringing forward ESG ratings regulation
Ark Invest Europe head and co-founder of Rize ETF Stuart Forbes sat down with Portfolio Adviser to reflect on Ark’s first year in Europe
