How balanced strategies can help investors stay true to their long-term objectives.
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.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
REITs present a compelling diversification opportunity amid economic uncertainty and potential interest rate shifts.
Diverging economic trajectories in Europe provide fixed income investors an opportunity to tailor duration and credit exposure based on local conditions.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
After more than a decade of lackluster returns, European equities have started to build a record of outperformance – with potentially more room to go.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Why bond investors need a new playbook to maximize a fixed income allocation’s potential.
Once a broad measure of mid-cap growth, the index is now narrower and more volatile.