The unintended consequences of the UK's mini-budget.
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.
As central banks in Europe shrink their balance sheets, we consider the uneven impact across sectors of their stepping back from credit markets.
Growth investing in light of this year’s market volatility.
After having been driven by outsourcing and economic convergence, the next wave of emerging market growth is likely to be fueled by innovation.
Why health care could be well positioned to offer both defense against market volatility and opportunities for long-term growth.
What could higher-for-longer oil prices mean for investors?
What to expect after a significant reset of the US equity markets.
After witnessing accelerating inflows from 2016, European-based ESG equity funds registered their first quarter of outflows in Q2 2022. While heightened market uncertainty has impacted the vast majority of equity strategies in 2022, it is particularly interesting to see ESG flows turn negative, having been impervious to previous risk-off moves in equity markets. It seems
As the Fed moves into restrictive territory and indicates it will stay there for a while, yield curves flattened and recession risk rose.
All the hallmarks for a recession are baked in the cake but have not washed through the economy yet. (Recorded 25 August 2022)
How securitized sectors might play a key role for bond investors amid a challenging interest rate environment.