Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
The three essential elements of an effective balanced strategy in the current environment.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Our experts discuss market expectations and portfolio implications for the year ahead.
A potentially fragile outlook for the global economy merits defensive positioning and a focus on quality in financial markets, argues Adam Hetts.
With hopes of an economic soft landing diminishing, investors should prioritize quality companies and diversification.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.