Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
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.