menu
search
Skip to main content
search

Americas

Showing 10 of 24 Insights Posts
galaxy-hero-banner-insight-1200x600
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time for credit selection to shine

Fixed income investors continue to seek answers to an era of volatile rates. Large, static exposures to credit markets no longer cut it. Instead, a nimble and dynamic approach is more likely to create resilient and consistent total return outcomes.

Continue reading
event February 2025
5 min
Article
2026-02-28
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
520117978
Archived info
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.

Continue reading
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
Archived info
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.

Continue reading
event November 2024
3 min
Article
2025-11-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2164243048
Archived info
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.

Continue reading
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
Archived info
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.

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

Continue reading
event October 2024
6 min
Article
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
what's current in credit - abstract ceiling of modern architecture in city of China
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

What's current in credit?

In this short video series, Fixed Income Portfolio Manager Connor Fitzgerald takes a look at what's current in credit. Given rather tight credit spread valuations, what is Connor's outlook for the next twelve months and where are the opportunities and risks now?

Continue reading
event October 2024
5 min
Video
2025-10-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1264138390
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

Continue reading
event September 2024
6 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Aerial View Of Spherical Topiary Plant.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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?

Continue reading
event September 2024
3 min
Article
2025-09-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1359344663
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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.

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