Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
What can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
Hard or soft landing? Pivot or pause? While prospects for the global economy remain in the balance, David Milward, Head of Loans, considers a more predictable element for fixed income investors.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
As macro drivers give way to corporate fundamentals, look for the strongest businesses to lead the tech sector higher.