How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Moves in bond yields suggest Fed is behind the curve.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.