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Five questions fixed income investors are asking in 2022
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
Opposing Forces
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Caution Merited in an Increasingly Uncertain Market
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
I’ll have one of everything, please The case for a more diversified fixed income portfolio
What is the outlook for economic growth and how can investors ride out the risks?
How do ESG factors impact valuations within the technology sector?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.
Can Biotech Bounce Back?
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
An Investor’s China Conundrum
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
Russia/Ukraine Market Impact – One Week In
A little over a week from the start of the conflict, a look at how equity markets have reacted.
Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
Computing Evolution: Investing in the Metaverse
Investing in the new digital reality of the metaverse.
Global Perspectives: A Contrarian Approach through the COVID Recovery
A discussion of the unique aspects of the COVID investment environment.