After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
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.
Here we look at navigating the regulatory frameworks around investing in the European securitised market.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
How can investors optimise portfolios through this uncertain environment?
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Jeremiah Buckley explains why, in 2025, he expects the market to increasingly differentiate between companies delivering on growth expectations and those falling short.
In his outlook for global equities, Julian McManus highlights the importance of a bottom-up approach to stock picking given the potential for new sources of growth—and volatility.
Head of Secured Credit Colin Fleury explores how to navigate multi-asset credit in 2025 if the porridge turns out to be hotter or colder than expected.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
The Fed’s decisive move to cut interest rates again coupled with a quick election outcome introduces a mix of clarity and uncertainty in the US.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.