For individual investors in Luxembourg
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Jenna Barnard and John Pattullo, co-heads of Strategic Fixed Income, dissect the reflation narrative, sharing interesting views that go somewhat against consensus.
The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.
Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.