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Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
It’s complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Understanding the impact of delta
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Credit market’s brave new world
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
Consumer revenge – the next stage of the recovery in Europe
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Secular Tech Themes Still Intact
Powerful secular themes are still the main driver to long-term tech earnings growth.
Making sense of COVID-19 vaccine IP waivers
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.