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Showing 10 of 21 Insights Posts
1359344663
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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.
520117978
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What does Trump's US election win mean for bond investors?

During the week of US election, Paul Skinner interviews Connor Fitzgerald, Fixed Income Portfolio Manager, on the market implications and his portfolio positioning following the presidential election results.

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event November 2024
4 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
586023680
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

It’s different this time: Trump faces challenging geopolitical dynamics

Our expert explores how Trump may approach the heightened geopolitical challenges his second administration faces.

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event November 2024
3 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.
2164243048
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Trump win likely to accelerate macro trends already in motion

The US election results could have significant implications for the global economy and markets. To help you understand these changes, US Macro Strategist Mike Medeiros provides a thorough analysis and discusses the potential market impacts.

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event November 2024
5 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
478598956
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What do the US election results mean for investors?

The US election results could have significant implications for the global economy and capital markets. Our panel of experts provides a thorough analysis of what happened and explores potential market impacts.

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event November 2024
Video
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 October 2024
6 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.
1264138390
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An active investor’s guide to growth equities

Our experts offer their view on the current economic environment, explore best practices for investing in high-quality growth equities, and highlight where they see opportunity now.

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event September 2024
6 min
Article
2025-09-30
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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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Chart in Focus: The need to differentiate market growth from macro growth

Macro growth and earnings growth have been misaligned for the last 15 years, particularly in the US and China, but in opposite directions. For equity investors, what would be the key to identify real growth?

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event September 2024
3 min
Article
2025-09-30
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1359344663
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Rate relief: Fed cuts half point, but says “economy is strong” 

Our expert explains the Fed's bold rate cut and some key takeaways for investors.

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event September 2024
3 min
Article
2025-09-30
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Capturing Quality Growth opportunities in US equities driven by "3D" forces

The U.S. stock market has regained focus due to the AI boom, and with the upcoming election this year, how can one position themselves to seize opportunities? We believe that the U.S. stock market will be driven by ‘3D’ market dynamics. Investors should consider strategies that carefully select high-potential businesses or quality companies to capture attractive opportunities. (Only available in Chinese)

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event September 2024
3 min
Article
2025-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.