Amid a period of higher rates and inflation, European equities could exceed expectations.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Different countries and diverse return drivers can be accessed through emerging markets debt hard currency.
Corporations can ease the ill effects of a higher inflation regime by focusing on productivity improvements.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Why equity investors should look for companies with strong free cash flows and earnings visibility in the new year.
Assessing emissions can be challenging for non-traditional assets. Closer analysis of carbon data can help better understand climate-related risks in CLOs.
AAA CLOs may be well place to benefit from a hawkish Fed due to their ultra-low duration and floating rate coupons, competitive yields and high credit quality.