Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Assessing the impact of higher mortgage rates on U.S. homeowners.
Companies may be staying private longer, but that doesn’t diminish opportunities to capture early-stage growth in the small-cap universe.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
Could the ECB’s bold steps to streamline banking pave the way for a European economic renaissance?
Can absolute return strategies enhance portfolio diversification in today's dynamic markets?
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
Modern investors tend to underappreciate the power of diversification across assets, time, and direction, which ancient societies, perhaps ironically, understood.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.