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The return of inflation: what it could mean for markets and the economy
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.
It’s complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
Amid growing uncertainty, investors should be proactive
Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.
The semiconductor shortage: why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Innovation addresses industrial recovery challenges
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Diversifying through an uneven recovery
Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
With early-cycle behind us, securities must stand on own merits
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
Growth in the next phase of recovery
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Global Perspectives: The case for REITs in the economic recovery
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.