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Investing in the metaverse – separating hype from reality
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
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.
Opportunities expand as emerging markets evolve
How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.
An Altered Investment Backdrop for U.S. Growth Equities
Understanding what an altered investment environment means for U.S. growth equities.
Taking the Long View on Market Volatility
With easy monetary policies ending in developed economies, fundamentals become especially important for investors.
ESG and sustainable investing: navigating adverse weather systems
Conditions have been challenging for ESG investing this year – but does the long-term thesis remain intact?
Global property: durable cash flows more important than ever
Pricing power in real estate is a key differentiator in uncertain times.
The investment ramifications of a multipolar world
While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.
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.
The case for Europe
Find out why we believe this cycle will be different for European equities.