The implications of the collapse of First Republic Bank for the U.S. economy and banking sector.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The PCS Team explores the implications of this year’s volatility and offers actionable ideas to capture the resulting opportunities.
The Portfolio Construction and Strategy team discusses the biggest trends they are seeing in client portfolio consultations.
The tremendous pain felt in fixed income in 2022 could leave bonds positioned for potential gains in 2023.
Trust is a key factor in investment management, and the cost of monitoring and constraining the investment managers is high.
Why the small- and mid-cap space may present opportunities in the current economic environment.
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
How being nimble and flexible in a short-term fixed income allocation can help investors maintain stability during rate volatility.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
The Portfolio Construction and Strategy Team outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.