How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
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.
This aerospace firm supports the case for why fundamental research matters in investing.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Central banks are separating into the fast and the slow.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
Volatility has subsided, and corporate credit valuations have somewhat recovered. We consider how to assess value and weigh up opportunities in investment grade credit.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
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.