Essential Institutional insights - November 2024

Welcome to the Institutional Signal. Keeping you in the know with a monthly selection of institutional investor content.

Articles

Market moves are set to evolve as aspects of Donald Trump’s economic agenda shift in and out of focus. Our economists look at the macro implications of Trump’s return to power.

Is it possible for DB schemes to hedge buyout pricing effectively, cut transaction costs and position themselves favourably in a competitive buyout market? We investigate.

Green stocks wobbled as Donald Trump won the US presidential election. Find out what a second Trump term could mean for sustainability.

Podcasts

New fiscal rules, elevated taxes, higher government borrowing, and boosts to public expenditure. As financial markets assess these changes, listen to our perspective on the UK budget.

Why’s private credit increasingly popular with investors, and what are our areas of strongest private credit conviction right now? Find out in our podcast.

The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested. Past performance is not a guide to future results.

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