Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
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With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Could interest rates change the tune for publicly listed alternatives to follow in 2024?
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.