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Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
After a volatile 2019, what can health care investors expect in the new year?
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.
Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Equity valuations look reasonable heading into next year, but with the business cycle aging, we believe a focus on free-cash-flow growth is key for dividends.
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.
