In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
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.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Hear the views of our asset class heads on market drivers for the second half of the year.
April’s CPI report keeps hopes for a summer rate cut alive, but are investors underestimating the rate trajectory through 2026?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
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.
Three versatile use cases for balanced funds in investor portfolios.
The potential strategic pitfalls of sitting in cash.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Multi-Sector Income Fund: Seeks To Provide Access To The Best Ideas Across The Fixed Income Universe
John Lloyd, Portfolio Manager, explains how a multi-sector fund can help balance fixed income exposure across key risk factors.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.