Trends and

Making sense of market trends for portfolio construction


Treading carefully: A balancing act in 2023

The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.

  • As we enter a new era characterized by structurally higher rates and fresh discounts across major global asset classes, investors will need to tread carefully.
  • However, while we think volatility will continue in the year ahead, we also believe that volatility may present a silver lining for those who are bold enough to forge ahead.
  • The portfolio solutions we highlight in this edition have the potential help navigate this new environment and address the ubiquitous asset allocation gaps and concentrations we see in investor portfolios.

Global Portfolio Construction and Strategy Team


carabiner rope

Thematic investing: A practitioner’s guide

Thematic investing has the potential to offer equity investors the most direct exposure to the forces reshaping the global economy.

Look beneath the surface for small- and mid-cap opportunities

Why the small- and mid-cap space may present opportunities in the current economic environment.

Shock therapy: Portfolio solutions for this year’s market turmoil

The Portfolio Construction and Strategy Team offers therapy for recent market shocks by offering long-term perspective and potential solutions.

Quality is a virtue

In a unique recovery environment, sector and style decisions should not be based on a traditional recovery playbook.

Why invest in tech stocks now?

Despite the challenging macroeconomic outlook, technology retains a critical societal role.

2022 – a defining moment for sustainable investing

Why is an active, forward-looking approach so important for sustainable investing in 2022.

About the Portfolio Construction and Strategy Team

Our global team of expert strategists deliver custom insights and risk-modelling to help you meet your clients’ needs.