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Powerful factors coalescing for a rebound in U.S. travel and leisure
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Technology: solutions for a sustainable future in transport
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Health care’s innovation shifts into high gear
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Echoes of debt crises past
Can the past give some indication of how well economies can emerge from the COVID crisis? Portfolio Manager Steve Cain considers some of the lessons from the early 20th Century.
Flow World Reloaded
Can investors ride the pickup in issuance and option volumes in 2021? Aneet Chachra and David Elms consider how flexible, flow-driven strategies acting as price makers to intermediate flow mismatches can benefit.
Portfolio protection – one size fits none
Suny Park and Alistair Sayer argue the case for both utilizing explicit and implicit Protection strategies to adapt to different market crises.
The commodities super cycle: is it time to follow the trend?
Portfolio Managers Mathew Kaleel and Andrew Kaleel consider the value of a trend following strategy in a world where higher commodity prices lead to materially higher inflation.
Will the Value Rotation Continue Through a Broader Economic Recovery?
Can value continue to lead through a broader economic recovery?
Right Here, Right Now: Growth Opportunities in Real Estate
Assessing opportunities created by the “reopening rotation” trade in REITs.
Keeping It Real: Interpreting the Climb in Bond Yields
The recent steep rise in yields has unsettled markets.
Emerging Market Equities: Same Storm, Different Boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Portfolio Protection: One Size Fits None
The importance of employing both explicit and implicit protection strategies to address different types of crises.