Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Downward revisions to jobs numbers provide further support for interest rate cuts.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
With inflation once again showing signs of easing, the Fed appears on track to cut policy rates – just not yet.
We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.
The European Central Bank has moved ahead of the US Federal Reserve in its first move to cut interest rates. Portfolio Manager Tim Winstone tackles five questions for investors in Europe.