Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Just how good an indicator of future performance are earnings predictions?
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.