Retailers are expected to offer plenty of discounts during the US holidays. Will their stocks be a bargain, too?
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.
Alistair Sayer revisits his thoughts on why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives.
With recession and energy crisis worries, can loans continue to show resilience through the market volatility?
AAA CLOs may be well place to benefit from a hawkish Fed due to their ultra-low duration and floating rate coupons, competitive yields and high credit quality.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
What does the Inflation Reduction Act mean for sustainability in the US?
Inflation may cause markets to buck the trend of positive returns after the U.S. midterm elections.
Key approaches to achieve sustainable agriculture, and the significant investment opportunity.
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
In this episode, Myron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world.
What does the change in market environment mean for European investors?