A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
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.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Dispersion exists across Europe’s economies. Less dispersion exists in the land of credit. So where are the opportunities in this rate cutting cycle?
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
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.
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.