Successful investing in small caps is as much about what you don’t invest in, as what you do. Stephen Wood has built his successful track record on taking a prudent approach. As markets rally and reporting season begins, we discuss Eiger’s view of the market and how to find value.

Over the past five years, bond markets have witnessed remarkable transformations, reshaping the investment landscape. From a pandemic to growing global macro-economic pressures, the role of fixed income in portfolio construction remains important.

As the world grapples with the complexities of the energy transition, this article, by Eiger Capital, explores the resurgence of nuclear energy, emphasizing its efficiency and smaller land footprint compared to other renewables.

From hearing aids to vitamins, solutions that boost wellness can tap into growing demand. In this article, Impax Asset Management describe how solutions that boost quality of life can tap into growing demand.

Kapstream argue that a resilient U.S. economy and decelerating inflation allow the Federal Reserve (Fed) to return the policy rate to a neutral stance without placing either component of its dual mandate at risk.

Towards the start of each calendar year banks and investment managers like to publish their predictions for the year-ahead. In fixed income, these notes are usually heavily focused on macro forecasts around the level and direction of interest rates.

Individual investors have long been told that a diversified portfolio of public equities and bonds is the key to a successful retirement plan. While that held true for a long time—especially in the past 14 years when expansionary monetary policy compressed the cost of capital and bolstered publicly traded risky assets...

Within Fixed income, there are two well-known levers, duration and credit. In addition, there is also a lesser known third lever, Pure Relative Value investing. This third lever provides compelling diversification benefits when blended with duration and credit.

Eric Hanno, Co-Head of Apollo Aligned Alternatives, shares Apollo's macro perspectives.