Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
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.
Implications of the collapse of Silicon Valley Bank for the technology sector.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
The Portfolio Construction and Strategy Team explain why investors should consider a dedicated allocation to healthcare.
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
The market seems determined to disregard the Fed’s resolve in maintaining restrictive monetary policy until inflation is tamed.
There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
The growing trend toward deglobalization and what it means for investors in emerging markets.