Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
David Elms argues why a changing market outlook in 2024 should prompt investors to consider a greater allocation to alternatives.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.
A framework for interpreting economic news for investment decision making.
Considering a multisector approach for a core bond allocation.
Amid a period of higher rates and inflation, European equities could exceed expectations.