Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In his outlook for 2024, Jeremiah Buckley examines key factors contributing to earnings growth expectations in U.S. large-cap equities.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Guy Barnard explains why the outlook for 2024 is looking more constructive for the public REITs sector.
Alison Porter highlights the importance of navigating the return of the cost of capital and hype surrounding AI in her 2024 outlook.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
The outlook for global investment grade credit is attractive but some caution may be required, says Portfolio Manager James Briggs.
Low capacity and rising premiums could extend a tailwind now lifting the stocks of many property and casualty insurers.
Why we believe equity investors should prioritize earnings growth as they seek to consistently generate excess returns.
As companies across industries invest in AI, we consider how to identify those best positioned to emerge as long-term winners.