The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
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Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
As central banks remain focused on tightening policy, how could fixed income sectors fare? The Global Bonds Team model scenarios.
In this episode, Myron tackles some of the toughest conundrums in risk management: when to de-risk, when to re-risk, and how to think about risk in a real, multi-period world.
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
This year’s bond market stress is a warning sign to other asset classes and the real economy.
Recent volatility has compressed semiconductor valuations, even as the industry’s long-term growth drivers gather strength.