Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
New weight-loss medications could dramatically improve patient health – with big implications for the healthcare sector.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
Recent advances in generative AI have driven big returns in many tech stocks this year. The question now is, what’s next?
While tighter financial conditions will inevitably weigh on earnings, we believe a worst-case scenario for equities and the economy will be avoided.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
Importance of avoided emissions and the implications for investors.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.