Luke Newman, Kareena Moledina and Richard Clode join Matthew Bullock to delve into the prospects for active equities and fixed income strategies in the year ahead.
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 this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
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.
Discussion on the implications for tech investing in terms of demographic differences, geopolitical factors, and why patience is needed to invest in AI opportunities.
The factors driving momentum in small-cap equities and our view on what’s ahead.
After years of underperformance, non-U.S. equity markets look poised for better returns.
Hear the views of our asset class heads on market drivers for the second half of the year.
While diverse growth opportunities exist in mid-cap stocks, we believe a selective approach with valuation discipline is warranted.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.