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Economic cycle

Showing 10 of 12 Insights Posts
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Is your portfolio keeping pace with the changed outlook?

It's been an uncertain few years for investors, but looking ahead, we believe investors can expect a resilient economy, a solid outlook for growth and a positive environment for risk assets. What does a changed outlook mean for investors?

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event December 2024
8 min
Article
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 info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: What does the rate cut mean for equities and bonds?

Are rate cuts positive? On the heels of the much-anticipated initial Fed cut, in this article we look to historic precedent for where the markets could go in the coming months.

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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.
White House South Portico
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Harris vs Trump: The foreign policy and investment implications

Our expert examines expected Harris and Trump foreign policies and their potential impact on the investment landscape.

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event August 2024
4 min
Article
2025-02-28
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1153764271
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Walking a mile in Fed Chair Powell’s shoes

A slow roll on rate cuts by the Fed could frustrate markets and lead to more volatility ahead of the September FOMC meeting. See our take on what to expect for the next few weeks.

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event August 2024
4 min
Article
2025-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1384219104
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Exploring active opportunities amid continued regime change

Head of Multi-Asset Strategy, APAC, Nick Samouilhan outlines why today's environment of dispersion, divergence and disruption offers potentially compelling opportunities for active investors.

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event May 2024
2 min
Video
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Compelling opportunities in four higher-yielding credit sectors

Portfolio Managers Campe Goodman and Rob Burn share insights on where they are seeing compelling opportunities in high-yielding credit sectors.

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event March 2024
Quick Take
2025-03-11
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Credit: Better opportunities to add risk on the horizon

ur experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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event December 2023
Article
2024-12-31
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Will higher rates sap US consumer spending?

Higher interest rates have increased borrowing costs. Could a consumer-led US recession be looming? Fixed Income Portfolio Manager Kyra Fecteau sees three factors that may help mitigate the impact.

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event March 2023
Quick Take
2024-03-30
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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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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Wellington investor survey: The bears ponder whether inflation will be too hot, too cold or just right

Conducted prior to the collapse of Silicon Valley Bank, our latest quarterly survey of Wellington investors shows a majority of respondents being more bearish than the consensus view.

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event March 2023
Quick Take
2024-03-17
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Sector rotation opportunities for nimble credit investors

Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.

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event February 2023
Quick Take
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.