Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Are higher interest rates opening the door to stock selection again in 2024?
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
Is it time for small caps to shine? Our experts discuss.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
The implications for financial markets as concern mounts over the looming U.S. debt ceiling.
The implications of the collapse of First Republic Bank for the U.S. economy and banking sector.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.