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Insights
Showing 1-13 of 22 Results
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.
Following a defensive equity playbook can help investors prepare for market volatility in a year of heightened uncertainty.
China’s efforts to steer between domestic and international growth challenges in 2025 could be good for bond investors.
As growth extends to more regions, we see expanding opportunities across countries and assets.
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast.
The journey from niche asset to core allocation looks set to continue.
We expect inflation to continue to move lower and growth to slow, especially outside the US. A trade war looks almost certain, with some economic effect on the US but likely larger elsewhere. The good news is the Fed appears well-positioned to respond to emerging risks in either direction.
Political risks and central bank easing pave the way for active managers in the European bond market.
European bond markets are climbing a mountain of worry. Despite the risks, history suggests a positive outcome.
Political uncertainty and volatility create fertile ground for active investors to find companies that can successfully navigate a new era.
Our investment heads discuss the forces that will shape growth, interest rates and businesses around the world.
Continued volatility, falling yields, and other expectations for the year ahead, plus seven strategies to take advantage.
We expect the opportunity set to widen for income investors in 2025, though less clarity around the second half requires a dynamic approach.