Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.
Why the small- and mid-cap space may present opportunities in the current economic environment.
The implications of the collapse of First Republic Bank for the U.S. economy and banking sector.
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.