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U.S. Fixed Income: Finding a Balance in Rates and Inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
High-Yield Bonds: Looking Under the Hood
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Alternatives 2022: Has the Bull Gone Far Enough?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
The Nexus of Sustainable Development and Decarbonization
The outlook for natural resources as decarbonization and the growing global emphasis on sustainability create powerful, multi-decade investment opportunities.
Sustainable Equities: Maintain Focus on Long-Term Secular Growth
Our Head of Global Sustainable Equities explains why investors should not be wrong-footed amid increased volatility in 2022.
Strategic Fixed Income: A More Fertile Environment for Bond Returns
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
The Return of Inflation: What it Could Mean for Markets and the Economy
Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.
Global Property Equities: Evolving for the Better into 2022 and Beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Despite Headwinds, Progress Continues for U.S. Equities
Portfolio Manager Jeremiah Buckley sees continued progress in U.S. equities amid the economic recovery.
Unlocking Value in Health Care Stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.
Introducing the REITs 3.0 Flywheel
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.