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The value of financial advice in turbulent times
Financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals.
An altered backdrop forces investors to adjust
Investors must be willing to think differently in a changing market.
Absolute Return Fixed Income: The bumpy return of duration risk
Facing structurally higher interest rates, bond investors must again prioritize duration risk.
Credit’s response as the policy brakes tighten
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
Walking the QT tightrope
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
Damage control: has the Fed learned its lesson?
Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.
Multi-asset outlook Q2 2022 – This is going to hurt
Paul O’Connor discusses the looming likelihood of recession in the near future.
An opportunity from dispersion in Europe?
While the ECB is focused on gradually pressing the brakes to tame inflation, its exit from quantitative easing will continue to shape credit markets and create opportunities and risks for investors.
Inflation’s nuanced impact on innovation in emerging markets
Inflation and policy tightening is causing innovative emerging market companies to shift priorities.
Global Perspectives: Opportunities from ESG headwinds
How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.
Absolute return in an inflationary world
Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.
Investing through a paradigm shift in US mid-cap growth
What a fundamentally changed market could mean for US mid-cap growth investors.