How policy changes might prove to be the catalyst for a switch in global equity leadership.
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.
We explore the recent recovery in markets and dividend stocks and the implications of tariff adjustments on global trade.
ECB June rate cut reflects solid progress towards target inflation.
Amid significant market volatility, we explore how absolute return investing and diversification can enhance investor portfolios.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Assessing the potential impact of President Trump’s proposed 50% EU tariffs on European equity markets.
A research visit provides valuable insight into LA's real estate markets.
Can absolute return strategies enhance portfolio diversification in today's dynamic markets?
Assessing the market reactions following the previous two U.S. credit rating downgrades to provide perspective on the May 16 downgrade by Moody’s.
What Moody’s U.S. credit rating downgrade could mean for the Treasury market, the Fed, and fixed income investors.
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.