How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
Insights
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Why we should be on solid ground for rate cuts and the implications for bond markets.
Portfolio Manager Dan Siluk identifies which regions have too much loosening priced in, and which have too little.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.