Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Three versatile use cases for balanced funds in investor portfolios.
The potential strategic pitfalls of sitting in cash.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Multi-Sector Income Fund: Seeks To Provide Access To The Best Ideas Across The Fixed Income Universe
Multi-Sector Income Fund: Seeks To Provide Access To The Best Ideas Across The Fixed Income Universe
John Lloyd, Portfolio Manager, explains how a multi-sector fund can help balance fixed income exposure across key risk factors.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
The three essential elements of an effective balanced strategy in the current environment.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?