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Showing 10 of 365 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Fed in holding pattern

Fixed Income Portfolio Manager Jeremy Forster unpacks the US Federal Reserve's decision to pause its interest-rate-cutting cycle.

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event January 2025
3 min
Article
2026-02-28
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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.

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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event January 2025
5 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1271839175
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Flexibility with focus: how to position fixed income for volatility

Portfolio Manager Martin Harvey and Investment Director Marco Giordano explore how a focused use of flexibility can help position fixed income portfolios for volatility.

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event January 2025
7 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1438235976
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

High-yield bond investing in 2025: the year of the coupon

High-yield bond Portfolio Managers Konstantin Leidman and Mike Barry, and Investment Director Jennifer Martin discuss why, in 2025, high-yield bond investing is all about the coupon.

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event January 2025
4 min
Article
2025-06-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1171305323
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Charts in Focus: Growth of capital securities markets

Fixed Income Portfolio Manager Noah Atlas makes the case for capital securities and details the advantages they could potentially provide for investors.

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event January 2025
2 min
Article
2026-02-28
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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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Europe amid regime change: where next for European equities?

Is pessimism on Europe overdone? Macro Strategist Nicolas Wylenzek discusses why he believes Europe is in the middle of a regime change with significant opportunities for active equity investors.

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event January 2025
6 min
Article
2026-02-28
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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 an “America first” foreign policy may mean for markets

Fixed Income Portfolio Manager Brij Khurana explores the potential market impacts of President Trump's "America first" foreign policy. From regional hegemony to global economic dominance to tariffs applied for strategic geopolitical gain, discover how these shifts could affect investors.

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event January 2025
6 min
Article
2026-01-31
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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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Picture this: Economic forecast in 6 charts

We offer our 2025 economic and market forecasts across the capital markets in 6 charts.

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event January 2025
10 min
Article
2025-07-15
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Four achievable New Year’s resolutions for investors

Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.

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event January 2025
5 min
Article
2026-02-28
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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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Monthly Asset Allocation Outlook

Is your portfolio all set for 2025? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.

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event January 2025
4 min
Article
2026-01-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.