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.
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Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
Implications of the collapse of Silicon Valley Bank for the technology sector.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
Why are oil companies essential for the low carbon transition?
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
Does an economic soft or hard landing matter for investment grade bonds?
European equity Portfolio Manager Nick Sheridan considers where the best and most consistent returns can be found within European value.