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Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
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Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in US small-cap growth stocks.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
What are the opportunities in the healthcare sector in today’s uncertain financial markets?