For Financial Professionals in the US
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Fed to the Market: One Step Closer
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.
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Why undervalued UK stocks have never looked more compelling.
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.
As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.
Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.
Could value be where the opportunity lies in European equities in 2022?
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.