For Institutional Investors in the US
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Multi-Asset in 2022: Prepare for All Seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
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The importance of understanding a company’s business model to assess value and risk in an investment.
Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.
Assessing the risks and opportunities of higher government bond yields.
Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.
Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.
Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.
News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.