Why we should be on solid ground for rate cuts and the implications for bond markets.
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.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.
While the risk of bank failures has fallen, investors will want to watch for measures of strength in the sector, such as valuation, diversified product offerings, and return of capital.
Hear about the major trends that could shape the energy sector in the new year.
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.