Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
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Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Tom Ross considers the outlook for global high yield corporate bonds in 2024 and the potential tug of war between rates and spreads.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.