Corporations can ease the ill effects of a higher inflation regime by focusing on productivity improvements.
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.
Public real estate appears well positioned heading into a period of tighter credit conditions.
Why we believe selective areas of fixed income – particularly mortgage-backed securities (MBS) – present an opportunity to provide favorable risk-adjusted returns.
The Middle East appears on the cusp of a major economic and social transformation.
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
Taking stock of small caps with an eye on the market environment ahead.
Five key bond valuation metrics for financial professionals and portfolio managers.
A wave of innovative therapies is beginning to hit the market, transforming the prospects of the biotech firms behind the science.
Is there a statistical relationship between fund flows and market price moves?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.