After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
Insights
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
How can enhanced index strategies help to make passive investments work more efficiently in investors’ portfolios?
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.