Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.
Assessing the potential outcomes of the upcoming U.S. midterm elections can play a useful role in identifying pockets of attractiveness in markets going forward.