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.
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.
In his 2024 outlook, Portfolio Manager Colin Fleury says European securitised debt continues to offer an attractive defensive income opportunity.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.
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.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.