A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.
Tim Gibson shares why he is keeping a close eye on U.S. interest rates and notes that disruption is unearthing opportunities for property equities investors.
Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.
A surge in US banks’ commercial and industrial (C&I) loans in late 2018 supports the view here that the stockbuilding cycle has peaked and will act as a drag on GDP growth in 2019.
Are you a Driver, Social or Analytic? Do you know what your client is?
Fund Manager Jamie Ross provides commentary on the Trust’s performance and markets in December 2018.
The Intech® Team’s active equity approach is consistently applied by our Princeton-based team of Adrian Banner, Ph.D. (pictured), Vassilios Papathanakos, Ph.D., and Joseph W. Runnels, CFA. The investment team and trading team work together to employ a distinctive quantitative approach based on mathematical equations grounded in observations of actual price movements, not on subjective forecasts of
In an environment negative on the viability of defensive fixed income, we make the case for intermediate-term traditional bonds as a portion of a diversified portfolio.