As uncertainty climbs, markets are shifting, opening the door for more flexible investment approaches.
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.
Greater market complexity is increasing the relevance of flexible, diversified approaches to investing.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
While the Iran War broadened the range of outcomes across asset classes, the fate of markets now arguably hinges on how the Fed calibrates monetary policy.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
When it comes to determining the winners and losers of AI, trust and geopolitics matter more than you think.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
How stock selection, flexible yield management, and tactical options writing together may deliver more than yield alone.
Perspectives on investing through geopolitical tensions, broadening earnings growth, the uncertain path of inflation, and AI disruption risk.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?