Low valuations, accommodative monetary policies, and fiscal spending initiatives are boosting the outlook for ex U.S. stocks.
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.
The case for multisector bond funds as a core fixed income allocation.
Can absolute return strategies enhance portfolio diversification in today's dynamic markets?
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.
Modern investors tend to underappreciate the power of diversification across assets, time, and direction, which ancient societies, perhaps ironically, understood.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
As the impact of a new tariff regime spreads across the market, Portfolio Manager Ollie Beckett considers the potential for European smaller companies to adapt and thrive.
David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?