With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
How are allocation trends changing and where are active managers making a difference at a service and product level?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Monetary trends suggest a coming inflation undershoot, argues Simon Ward, Economic Adviser.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.