What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
While stickier-than-expected inflation undoubtedly alters the timing of rate cuts, it likely does not affect the Fed’s goal of eventually easing restrictive policy.
Consistent policy should temper investor concern regarding the most unfavorable economic outcomes.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Where we see the most compelling equities opportunities across sectors in 2024.
With inflation fast becoming yesterday’s news we look at how 10-year Treasury yields have behaved in rate cutting cycles back to 1969.