Financial Literacy

Find out how interesting and demanding the wide-ranging responsibilities of an equity portfolio manager are.

The primary risk in a fixed income portfolio is credit risk – the risk that a bond issuer will fail to make payments (or “default”) on its debt.

Learn more about emerging markets and their structural transformation, which makes equities in these markets a more mature and interesting asset class.

Emerging markets have been taking up a bigger share of investors’ attention. But why? Watch these videos to take a look at the bigger picture.

Expand your knowledge on the sub-asset class of emerging market bonds.

Duration is often said to measure a bond’s sensitivity to changes in interest rates, because it describes what is likely to happen to a bond’s price for a given change in the bond’s yield. For fixed income investors, duration is a crucial metric for understanding how exposed your portfolio may be to changes in monetary policy.

Bond prices and yields move inversely to each other – as a bond’s price falls, its yield rises, and vice versa. Bond yields and prices shift constantly in response to market forces: interest rate expectations, the credit quality of the issuer, and evolving supply and demand conditions.

Learn more about currencies and how they depend on other factors in the economy.

Find out what role interest rates play in the economy and how they influence investments returns.

Find out what the yield curve is, when it becomes inverted and what that signals.

Explore the asset class of commodities and the aspects to consider when adding them to your portfolio.

Find out why and how our equity investment experts focus on quality companies.