A turbulent year for both stocks and bonds may hold some silver linings.
32 minute listen
Insights
With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.
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A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
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The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
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We expect key issues that have materialised this year to be influential in market movements going forward.
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Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
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Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
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The US Federal Reserve (Fed) continues to prioritise fighting inflation even as signs of a softening economy emerge.
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The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.
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The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
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