Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
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Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
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.
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
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.