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The Witt

The Witt

Deriva do termo escocês “wittin”, que significa conhecimento, informação, inteligência, notícias ou perspicácia.

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Conteúdo mais recente

Descubra análises concisas e baseadas em opiniões sobre a forma como os nossos especialistas encaram o panorama atual dos investimentos.

Investors are too gloomy about Japanese government bonds
The Witt
2 Min Ler

Investors are too gloomy about Japanese government bonds

Devil’s advocate: why the market may be too downbeat on Japanese government bonds

The Witt
2 Min Ler

In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

The Witt
3 Min Ler

When headlines move markets, doing nothing can be the hardest trade

Decisions in uncertainty: how do you know which headlines deserve a response?

The Witt
2 Min Ler

Why Europe’s industrial revival is just getting started

My take: Europe's industrial resurgence is fuelling a real estate shift

Autores em destaque

Ross Olusanya
Ross Olusanya
Quantitative Investment Director, Quantitative Investment Solutions
Ler a biografia
Nathan Hamilton
Nathan Hamilton
Investment Analyst
Ler a biografia
Alex Everett
Alex Everett
Investment Director, Fixed Income
Ler a biografia

Artigos mais recentes da série The Witt

Abaixo encontrará os artigos mais recentes dos nossos autores na nossa série de liderança de pensamento, The Witt.

Investors are too gloomy about Japanese government bonds
Fixed Income
Investors are too gloomy about Japanese government bonds

Devil’s advocate: why the market may be too downbeat on Japanese government bonds

2 Min Ler
In praise of boring
Quantitative Investments
In praise of boring

Quantitative Investment Director Ross Olusanya says the most underrated edge in investing is consistency, not brilliance. Find out why.

2 Min Ler
When headlines move markets, doing nothing can be the hardest trade
Fixed Income
When headlines move markets, doing nothing can be the hardest trade

Decisions in uncertainty: how do you know which headlines deserve a response?

3 Min Ler
Why Europe’s industrial revival is just getting started
European Real Estate
Why Europe’s industrial revival is just getting started

My take: Europe's industrial resurgence is fuelling a real estate shift

2 Min Ler
Sustainable finance measurement without mechanism
Sustainable investing
Sustainable finance measurement without mechanism

What changed my mind: sustainable finance must connect principle with price

2 Min Ler
Investors worry about having less Im thinking about MOAR
Emerging Markets Equities
Investors worry about having less Im thinking about MOAR

My take: AI investment story evolves as certainty reshapes opportunity

3 Min Ler
When the data disagree, you still have to trade
Fixed Income
When the data disagree, you still have to trade

Decisions in uncertainty: three things I live by as a bond manager

2 Min Ler
Macro is impossible to predict – so don’t try
Macroeconomics
Macro is impossible to predict – so don’t try

Devil's advocate: macro may be uncertain, but ignoring regimes risks portfolios.

3 Min Ler
Ver tudo

Capacidades em destaque

Credit

Crédito

Combinando uma investigação fundamental rica, uma abordagem bottom-up e conhecimentos especializados para soluções de rendimento fixo

Mais sobre crédito
Real assets

Activos reais

Décadas de experiência a investir em instalações e serviços essenciais, fornecendo soluções reais no mundo real

Mais sobre ativos reais
Specialist equities

Acções especializadas

Descobrir os líderes e inovadores que estão a moldar o futuro através da nossa aposta na qualidade e na investigação fundamental

Mais sobre ações especializadas

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Antes de investir, os investidores devem avaliar cuidadosamente o objetivo de investimento, os riscos, os custos e as despesas de um fundo. Essas informações e outras informações importantes encontram-se no prospeto e no documento de informações fundamentais destinadas aos investidores (KIID).