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SMEs and mid-market companies appear to be benefiting from President Macron’s reforms, says ICG’s Nick Brooks.
Market risks, on the other hand, are rising according to Nick Brooks, head of economic and investment research at ICG, in this two-minute video.
For fixed income investors willing to accept illiquidity, infrastructure is a sensible choice on a risk-adjusted return basis versus corporate portfolios, says Adam Larkin, managing director at MIDIS.
This means there is less for investors in a post-default recovery, according to this analysis of market conditions from two senior S&P professionals.
Given the changing environment in the US, Korean insurer Hyundai Marine & Fire Insurance is looking at new markets and different types of investment, says head of infrastructure Jake Lee.
The central banks’ big experiment is set to unwind but, in this two-minute video, Andrew Jackson of Hermes says he’s optimistic about investor behaviour.
Funds may be doing direct lending deals they are not comfortable with to try to achieve high returns. Andrew Jackson of Hermes urges caution in this two-minute video.
One of the country’s biggest reforms of recent years has created a much better climate for distressed investors, says Nitin Jain of Edelweiss in this two-minute video.
Personal data protection is a hot topic amid the Cambridge Analytica furore, and new rules of the game apply in two months. Find out why you should be on alert, according to Toby Duthie of Forensic Risk Alliance.

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