Pricing power in real estate is a key differentiator in uncertain times.
Global property: durable cash flows more important than ever Copy
Taking the Long View on Market Volatility- Copy
Global Equities George P. Maris, CFA Co-Head of Equities – Americas | Portfolio Manager George Maris, Co-Head of Equities – Americas, says structural shifts in the global economy and market dynamics are likely to continue driving volatility in equities, but investors focused on fundamentals could come out ahead over the long term. KEY TAKEAWAYS Tightening
Taking the Long View on Market Volatility Copy
With easy monetary policies ending in developed economies, fundamentals become especially important for investors.
Walking the QT tightrope Copy
Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
Credit’s response as the policy brakes tighten Copy
As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
Absolute Return Fixed Income: The bumpy return of duration risk Copy
Facing structurally higher interest rates, bond investors must again prioritize duration risk.
Fixed income returns in 2022: Have our bonds betrayed us? Copy
Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?
Can Biotech Bounce Back? Copy
For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.
Caution Merited in an Increasingly Uncertain Market – Test
Absolute Return Daniel Siluk Portfolio Manager Jason England Portfolio Manager With inflation reaching multi-decade highs, Portfolio Managers Jason England and Dan Siluk believe that the path for central banks has become perilously narrow, thus increasing the chances of a policy error catching investors by surprise. KEY TAKEAWAYS Accelerating inflation has forced central banks to
ESG and sustainable investing: navigating adverse weather systems- Test
Specialty Equities Hamish Chamberlayne, CFA Head of Global Sustainable Equities | Portfolio Manager Hamish Chamberlayne, Head of Global Sustainable Equities, answers key questions on the drivers shaping environmental, social and governance (ESG) and sustainable investing in 2022 and beyond. KEY TAKEAWAYS Sustainable investing has faced stiff short-term headwinds this year, with a strong anti-growth and