Our experts from across asset classes discuss their views on the route ahead and how to position accordingly.
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.
Interest rates, deregulation, and election outcomes could lead to new sector winners and losers.
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.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Thinking Europe? Think ‘big picture’ themes like AI, says European equities Portfolio Manager Tom O’Hara.
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.