A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Is there a simple route to adjust a portfolio’s exposure to interest rates and equity market gyrations in 2023? James de Bunsen explores.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.
Just how good an indicator of future performance are earnings predictions?
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.
This year’s chaotic market volatility is partly owed to investors reeling from the absence of diversification among asset classes.
This year’s bond market stress is a warning sign to other asset classes and the real economy.