Regulatory actions have helped to calm the banking sector. Going forward, the bifurcation between winners and losers could widen.
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.
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.
The tremendous pain felt in fixed income in 2022 could leave bonds positioned for potential gains in 2023.
There are exciting investment opportunities within the resources sector created by the need for sustainable construction.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
A discussion on the key drivers of global dividend growth in 2022 and why further dividend growth is possible this year.
Portfolio Managers Ben Lofthouse, CFA, Alex Crooke, and Job Curtis share why they remain cautiously optimistic on the prospects for global dividends.