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A Historic Day for Europe
Coronavirus

A Historic Day for Europe

Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.

Illiquid Markets Seek Targeted Policy Response
Coronavirus Volatility

Illiquid Markets Seek Targeted Policy Response

Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.

Battery Storage Solutions Key to Renewable Energy Transition

Battery Storage Solutions Key to Renewable Energy Transition

Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.

South Africa: A Cautionary Tale in Emerging Markets
Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.

Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Credit

Recent Fallen Angels: A Specter of BBB Downgrades to Come?

Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.

Can Equity Markets Recover from the Coronavirus?
Coronavirus Volatility

Can Equity Markets Recover from the Coronavirus?

The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.

Do Credit Ratings Obscure Risk and Deter Opportunities?
Credit

Do Credit Ratings Obscure Risk and Deter Opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

China: Resilient Despite Challenges
China

China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.

Market GPS: Investors Should Expect the Unexpected in 2020

Market GPS: Investors Should Expect the Unexpected in 2020

Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.

UK Election Signals Inflows and Takeovers
Brexit

UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.