The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
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.
What does the Inflation Reduction Act mean for sustainability in the US?
Inflation may cause markets to buck the trend of positive returns after the U.S. midterm elections.
With all eyes on macro developments, we identify which economic and market developments investors should now be monitoring.
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
A slowing economy and continued market volatility may turn out to be an opportunity for tech investors.
This year’s chaotic market volatility is partly owed to investors reeling from the absence of diversification among asset classes.
Credit spreads have widened but with recession fears in the air what are the factors currently keeping them in check?
Reasons why companies may look to technology to reduce the effects of inflation.
Low valuations, positive clinical trial data and clarity around drug pricing reform could help revive the sector’s beaten-down stocks.
This year’s bond market stress is a warning sign to other asset classes and the real economy.