Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Jenna Barnard believes political upheaval may lean in favour of bonds.
Daniel Siluk explains why diverging policy paths may create opportunities for globally minded bond investors to generate steady income and increase diversification within broader portfolios.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
As shifting politics collides with economic realities, what might this mean for fixed income? Jim Cielinski focuses the telescope on prospects for the new year.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
Capturing diversification, attractive yield, compelling relative value and high credit quality could help mitigate risks associated with market volatility and policy shifts.
Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
What investors should consider as the U.S. election outcome becomes clear.
