GAM's Active Thinking 28 June 2024
The Private Innovation Economy
Given the shift of capital from public to private markets, and the trend of high-growth companies staying private longer, Liberty Street Advisors’ Christian Munafo explains how investors can tap into these dynamic, innovative and revenue-rich late-stage US businesses during their most exciting development phases. Read more here.
Active Thinking: Capitalising on extension risk in AT1 bonds
Atlanticomnium’s Gregoire Mivelaz and Romain Miginiac provide insights into how they manage extension risk and its potential impact on AT1 bond performance. Read more here.
Latest from our Investment Blog:
US core personal consumption expenditure (PCE) inflation softened slightly to 2.6% on the previous year, down from 2.8% last month. This measure of inflation, which strips out volatile food and energy, has over the years been the Federal Reserve's (Fed) favourite gauge of price movements. Read more here.
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