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Closer to Normal? The Outlook for Small-Cap Growth Equities
Can small-cap growth equities return to “smart growth” in 2022?
Shifting Markets Spur a Re-emergence of Value
As market dynamics shift, investors have begun to appreciate fundamentals again.
UK Equities – The Ultimate Value Market?
Why undervalued UK stocks have never looked more compelling.
Flattening Is Not Flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.
Global Technology Markets Seek Normalcy in 2022
As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.
Global Investment Grade: High Uncertainty Meets Low Dispersion
Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.
Emerging Market Debt: A Pivotal Year for China
Why China is key to driving emerging market (EM) opportunities and performance in 2022.
The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility
Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.
Global Equities: Balancing a Broadening Recovery with Inflation Concerns
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
The Necessity of Yield in 2022
Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Global Bonds: A Very Narrow Path for Monetary Policy
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected
Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.