An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
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.
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?
Why we should be on solid ground for rate cuts and the implications for bond markets.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
A review of how listed property has fared and why 2024 may be a more favourable backdrop for the sector.