A resurgence in productivity underscores a significant shift toward greater efficiency.
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.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
How top-of-mind risks for our portfolio managers differ from the concerns investors worry will impact their finances in the months ahead.
The factors driving an extended insurance pricing cycle in the U.S. and how to navigate the growth opportunities and risks present in this evolving landscape.
Research Analyst David Barker considers how consumer staples firms are responding to what has been a difficult trading environment.
Portfolio Manager Jamie Ross discusses the European Central Bank's decision to lower interest rates for the second time in 2024.
Why we could be witnessing the early stages of a change in market leadership between U.S. small cap and large cap stocks.
With inflation’s downward path appearing sustainable, the Fed believes the time has come to step away from highly restrictive monetary policy.
Many investors underappreciate the historical outperformance shorter-dated bond strategies have delivered relative to money market allocations.