Investment Insights
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With more investors looking for defensive trades, what counts as a defensive trade in today’s environment? Differences in valuation—and different interpretations of what counts as defensive—mean that not all such trades are equal.
Staying invested in EM stocks can help avoid sacrificing attractive return potential.
Though geopolitics has come to the fore, insurers are addressing a wide range of other issues.
European equities have started 2025 on a positive note. Several factors could help the market overcome challenging conditions.
The unwinding of “Trump trades,” a spike in volatility and the outperformance of European versus US equities have sparked debate about whether this is a tactical shift or the beginnings of a longer bearish trajectory for markets.
Banks’ retreat is creating opportunity for investors.
The risk of higher equilibrium inflation is a key marker of the notion that investors face a new regime. Recent policy announcements have lent more weight to the idea that the path of inflation might be upward. In this note we focus on the disparate forces that imply a higher long-term level of inflation.
Though the new US policy focus is on oil and gas, wider opportunities still beckon.
A holistic approach may help insurance investors navigate an expansive opportunity set.
The AI breakthrough spotlights some of China’s distinctive features that deserve closer attention from investors.
Natural language processing can give investment managers an early warning about negative ESG news.
With major US policy change unfolding, flexibility across and within asset classes will be critical.
Healthcare stocks are in much better shape than equity investors might think.