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Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
The value of financial advice in turbulent times
Financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals.
An altered backdrop forces investors to adjust
Investors must be willing to think differently in a changing market.
Research in action: EVs drive into a new lane for investors
As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.
Fixed income returns in 2022: Have our bonds betrayed us?
Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?
Absolute Return Fixed Income: The bumpy return of duration risk
Facing structurally higher interest rates, bond investors must again prioritize duration risk.
Credit’s response as the policy brakes tighten
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
Walking the QT tightrope
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
Damage control: has the Fed learned its lesson?
Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.
Healthcare tech: interesting opportunities but beware the hype
Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?
Investing in the metaverse – separating hype from reality
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
Multi-asset outlook Q2 2022 – This is going to hurt
Paul O’Connor discusses the looming likelihood of recession in the near future.