Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Taking stock of small caps with an eye on the market environment ahead.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
Why mid-cap companies – and investors – must adapt their approach in a more challenging investment environment.
Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
Brian Demain explains why new mid-cap growth leaders can emerge as some of the excesses of previous years have been reduced in the market.
In his market outlook, Jonathan Coleman explains how a changed backdrop could shape small-cap growth equities in 2023.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.