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.
In their mid-year outlook, Marc Pinto and Lucas Klein explain why they see a growing opportunity set in stocks.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
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.
John Kerschner shares his U.S. securitized outlook, pointing out the biases that he believes keep some investors out of the asset class.