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Boom-bust economics is back! Be warned…
John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.
MBS: a window of opportunity in fixed income
With many key risks now priced in, we believe MBS represents an area of opportunity in fixed income.
A bird in the hand: are yield returns king again?
How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.
Lessons learned: listed REITs’ more prudent approach to leverage
Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.
Got your back? Europe’s fragmentation problem
All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.
Investing in the “local for local” economy
As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.
European equities: do not take a binary approach
Is the worst yet to come for equity investors?
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.
Is all the bad news over for the equity market?
Markets have been gripped by renewed and higher volatility in 2022, but has it turned equities into a buy? Portfolio Manager Oliver Blackbourn considers what current market indicators suggest.
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.