How can enhanced index strategies help to make passive investments work more efficiently in investors’ portfolios?
Insights
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.
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Mega-cap tech has dominated recent market performance, but conditions point to a potential broadening of market returns.
Where we see the most compelling equities opportunities across sectors in 2024.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.
Mid-cap stocks have underperformed large-cap peers, but the asset class could benefit from secular growth themes and the end of rate hikes, says Brian Demain in his annual outlook.