Hear why diversification could be especially important in today’s market environment and why investors should be mindful of correlation.
What the Fed Pivot Means for Asset Class Correlation
Bailing out the Titanic with a teaspoon (or why hope is a strategy for the ECB)
The 6 June meeting of the European Central Bank effectively marked the beginning of the end of its president’s reign. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of the meeting and what the future holds with Draghi on his way out, an empty toolbox at the ECB and weakening global growth.
Tell Tail Signs: Signs of Inflation Continue …
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
Helping Younger Generations Overcome Stress
Stress management isn’t limited to adults. Dr. John L. Evans Jr. shares three tips for how you can help younger generations.
Labour market watch: US / UK weakness
Incoming news remains mostly supportive of the view here that economic weakness is spreading to labour markets.
Is it time for Europe to take a front seat?
Investors have continued to favour US equities throughout much of the current long bull market, leaving Europe very much the unloved cousin for global investors. In this article, Portfolio Manager Nick Sheridan considers the value opportunity in European equities as we move further into 2019, against a contrasting backdrop of rising global trade tensions and further measures to stimulate European economies.
Do you remember the Great Financial Crisis?
John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.
Asian Credit: Where Returns May Actually Match Risk
Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.
Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.
European Press Day – Panel 1 – Jim Cielinski intro to populism
Jim Cielinski, Global Head of Fixed Income, emphasises the importance of paying attention to the long term and perils of predicting what will happen in the short term in times of geopolitical uncertainty.