What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
How are allocation trends changing and where are active managers making a difference at a service and product level?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.
Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.
Why is it too early to call time on classic “60/40" and traditional balanced portfolios?
The Portfolio Construction and Strategy Team highlights the current opportunities within the public property sector.