For professional investors in Brazil
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.
With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?
Can the past give some indication of how well economies can emerge from the COVID crisis? Portfolio Manager Steve Cain considers some of the lessons from the early 20th Century.
Can investors ride the pickup in issuance and option volumes in 2021? Aneet Chachra and David Elms consider how flexible, flow-driven strategies acting as price makers to intermediate flow mismatches can benefit.
Suny Park and Alistair Sayer argue the case for both utilizing explicit and implicit Protection strategies to adapt to different market crises.
Portfolio Managers Mathew Kaleel and Andrew Kaleel consider the value of a trend following strategy in a world where higher commodity prices lead to materially higher inflation.