Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.
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Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Hear about the major trends that could shape the energy sector in the new year.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
In his 2024 outlook, Portfolio Manager Colin Fleury says European securitised debt continues to offer an attractive defensive income opportunity.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.