Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
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.
Jim Cielinski explores the income opportunity amid rates uncertainty.
We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.
The European Central Bank has moved ahead of the US Federal Reserve in its first move to cut interest rates. Portfolio Manager Tim Winstone tackles five questions for investors in Europe.
What investors need to know about the Federal Reserve’s latest decision to leave rates unchanged.
From our Global Research Team, an explainer on this year’s surge in energy stocks and what investors should consider going forward.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
How March's Core PCE reading impacts rate expectations and the overall inflation picture in the U.S.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
Portfolio Manager Nick Sheridan considers the prospects for global small caps and addresses why, for many investors, smaller companies are still out in the cold.
Where we see the most compelling equities opportunities across sectors in 2024.