The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
Emerging markets: Untangling the gordian knot of inflation
Emerging markets: untangling the gordian knot of inflation
The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.
Emergent Issues Steering A Volatile Market
We expect key issues that have materialized this year to be influential in market movements going forward.
Christina El Bayadi
Is the T.I.N.A. era over for equities?
Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity – Test 2
Emerging Market Daniel J. Graña, CFA Portfolio Manager, Emerging Market Equity Matthew Culley Portfolio Manager | Research Analyst Emerging Market Daniel J. Graña, CFA Portfolio Manager, Emerging Market Equity Matthew Culley Portfolio Manager | Research Analyst While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory
Looking to sustainability for opportunity – Test 2
US Fixed Income Brad Smith Portfolio Manager Michael Keough Portfolio Manager US Fixed Income Brad Smith Portfolio Manager Michael Keough Portfolio Manager Portfolio Managers Michael Keough and Brad Smith discuss why investors could benefit from taking an active approach to sustainable investments in the current investment environment for corporate bonds. Key Takeaways We believe the
Revisiting U.S. Growth in a Challenging Environment – Test 2
US Growth Equities Doug Rao Portfolio Manager Brian Demain, CFA Portfolio Manager Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response. KEY TAKEAWAYS Market volatility has spiked as investors weigh the effects of the Russia/Ukraine conflict,
Lowland Investment Company Fund Manager Commentary – June 2022
Laura Foll and James Henderson, Portfolio Managers of Lowland Investment Company, deliver an update on the Trust, highlighting factors currently impacting the UK market, key drivers of performance, and recent portfolio activity over the month.
Health Care’s Recession Playbook
Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.