With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
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.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Where we see the most compelling equities opportunities across sectors in 2024.
Bond investors received an early gift as the Fed signaled that a material policy pivot was in store for 2024.
Jim Cielinski explores why the math at the core of fixed income argues for a more rewarding outlook for the asset class in 2024.
Shifting narratives can quickly reverse but might some be permanent?
How rail announcements offer insights into fixed income markets.
Amid a period of higher rates and inflation, European equities could exceed expectations.
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.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.