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Wealth Program

Showing 10 of 30 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Monthly Asset Allocation Outlook

Wondering how to reposition your portfolio amid election-related uncertainty? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views.

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event December 2024
4 min
Article
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
506979575
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

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event December 2024
5 min
Article
2026-01-01
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What's current in credit: November 2024

Connor Fitzgerald explores the impact of President Trump’s US election victory on credit markets. Where are the opportunities and risks for credit investors now?

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event December 2024
4 min
Video
2025-12-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Markets in 2025: asleep at the wheel or in the driving seat?

Watch the conversation with Head of Macro Strategy John Butler as he discusses recent macro events and potential 2025 market outcomes for investors.

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event November 2024
25 min
Event replay
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
wooden-ship-wheel
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

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event November 2024
8 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
592797841
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What do declining European earnings mean for ECB policy?

European companies have been unexpectedly resilient over the last couple of years. However, the outlook for European earnings could be more challenging than headline numbers suggest. What could this mean for investors?

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event November 2024
6 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
oil refinery plant
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Are bond investors ready for a US industrial revolution?

Portfolio Manager Connor Fitzgerald discusses why bond investors should ready themselves for a potential US industrial revolution and shares his perspective on how to reposition portfolios for such a scenario.

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event November 2024
6 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The power of local perspective: the long and short of European equity investing

Dirk Enderlein and Boris Kergall explain why, in their view, the structural changes impacting European equity markets offer active long/short investors a rich source of potential return and diversification.

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event October 2024
7 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

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event October 2024
8 min
Article
2025-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.LDI Team Chair Amy Trainor explains why she believes a pension risk transfer may, in many cases, not be the best choice for fully funded plans from a cost/benefit standpoint.

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event October 2024
5 min
Article
2025-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.