The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
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 can a multi-strategy alternatives approach offer investors when more traditional assets like bonds and equities are both volatile and seemingly correlated?
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
Is there a simple route to adjust a portfolio’s exposure to interest rates and equity market gyrations in 2023? James de Bunsen explores.
Just how good an indicator of future performance are earnings predictions?
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
The Portfolio Construction and Strategy Team discusses key insights from their latest Trends and Opportunities report, entitled “Shock Therapy.”
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.