Rising uncertainty and slower growth in the global economy bodes well for global property equities, especially in sectors expected to benefit from the disruptive forces of technology and innovation globally.
Adapting to Disruption in Real Estate
China: Resilient Despite Challenges
A slowing economy, geopolitical adversity and a ratcheting down of global growth expectations have been the backdrop for the most of 2019, but there’s evidence China can weather the turmoil.
Finding Value in Fixed Income
Amid low yields and negative rates in developed markets, investors should increasingly add more portfolio exposure to Asian credit as they adapt fixed income allocations.
US-China opportunities – look beyond the trade war in 2020
The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?
Room to Grow? The Outlook for Equities Late in the Cycle
Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.
Bond and Equity Markets Sending Mixed Signals on Economic Outlook
John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.
Market GPS: Sustainable Equities in 2020 and Beyond
We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.
Marching to a Million: How Are Millennials Managing Their Finances?
In a series of podcasts and videos, our millennial colleagues share their views on saving for the future.
The outlook for healthcare stocks in 2020
In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.
US Fed decision hits the wrong target
While Co-Head of Global Bonds Nick Maroutsos agrees with the US Federal Reserve (Fed) holding benchmark rates steady, he is concerned that the risk to short-term lending markets will remain elevated until the central bank addresses issues in the market’s post-crisis infrastructure.