Read our portfolio managers’ 2022 outlooks as they are published
and stay informed on key market themes for the year ahead.
Read our portfolio managers’ 2022 outlooks as they are published and stay informed on key market themes for the year ahead.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Secured loans markets have experienced fairly calm conditions in early 2022, notes David Milward, Head of Loans, while sharing his expectations for the rest of the year.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Alternatives and Multi-Asset
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.