Amid a period of higher rates and inflation, European equities could exceed expectations.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Keeping its eye on persistent inflation, the Fed reaches its expected terminal rate and plans to stay there for a while.
Different countries and diverse return drivers can be accessed through emerging markets debt hard currency.
Navigating stocks as higher rates make their impact felt.
Central bankers may have got their wish for tighter financial conditions but at what price to the economy and asset markets?
Despite facing banking-sector upheaval, the Fed rightly keeps its eye on inflation.
High quality investment grade credit may be an avenue for investors to navigate the global economic uncertainty, but regional nuances may emerge.
Why anchoring investment decisions to market conditions of the past decade could create risks for investors.
Identifying quality companies with stable earnings is a tactic worth considering as a potential defense against an economic slowdown.
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.