Jim Cielinski, Global Head of Fixed Income, discusses the positive shift in two long-term credit cycle indicators.
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Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Jenna Barnard and John Pattullo consider the outlook for bonds in 2024, positing that different routes are likely to lead to the same destination.
Global markets look set to remain conflicted in 2024 with the consequences of historic rate hikes finally manifesting. What will the chain reactions be?
As initial enthusiasm for AI subsides, investors will need to focus on identifying practical applications and other sources of durable growth.
Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.
Could interest rates change the tune for publicly listed alternatives to follow in 2024?
In his 2024 outlook, Portfolio Manager Colin Fleury says European securitised debt continues to offer an attractive defensive income opportunity.
Ben Lofthouse discusses why he maintains a positive outlook for dividends in 2024.
In his emerging market equities outlook, Daniel Graña believes innovative companies and good governance offer a path to navigate near-term headwinds.