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Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.
Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.
Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.
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Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
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After a volatile 2019, what can health care investors expect in the new year?
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
