With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
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Insights
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
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The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
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We expect key issues that have materialised this year to be influential in market movements going forward.
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Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
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Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
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The US Federal Reserve (Fed) continues to prioritise fighting inflation even as signs of a softening economy emerge.
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Global Head of Fixed Income Jim Cielinski explains why he believes positioning portfolios for a downturn feels prudent and investors should resist the temptation to add credit risk too early, but a dovish pivot should not be overlooked.
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The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
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The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
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