menu
search
Skip to main content
search

Portfolio strategy

Showing 10 of 32 Insights Posts
fire-work
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Finding fixed income opportunity in unprecedented times

Brian Garvey and Brij Khurana highlight the importance of diversified fixed income portfolios in managing volatility and seizing opportunities amid economic uncertainty.

Continue reading
event April 2025
4 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
2169282156
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Allocating to fixed income in an age of austerity

Amar Reganti and Adam Norman explore how flexible fixed income strategies may offer stability and yield in a volatile market environment.

Continue reading
event March 2025
5 min
Article
2026-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1270413720
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The power of local perspective: the rewards of a contrarian approach to European equities

Portfolio Manager Tom Horsey and Investment Director Thomas Kramer explain why they see compelling opportunities in today's European equity market for contrarian, bottom-up investors.

Continue reading
event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
1320532557
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Bitcoin on the brink: What investors need to know

As bitcoin appears to be entering a new phase of acceptance, we offer a brief asset owner's guide to the cryptocurrency's role, the evolving regulatory environment, potential investment benefits and risks, and portfolio implementation.

Continue reading
event March 2025
10 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mountain valley
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Making the most of the new economic era’s bright spots

Despite uncertainty, there are important factors that justify a more optimistic approach. By focusing on structural trends and considering a wide range of views, investors can position portfolios for positive long-term returns.

Continue reading
event March 2025
8 min
Article
2026-05-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
European Union flags waiving at Berlaymont building of the European Commission in Brussels, Belgium
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: how sustainable is Europe’s rally?

Is the recent rally in European equities sustainable? In this edition of our Chart in Focus series, we explore the potential path ahead.

Continue reading
event March 2025
4 min
Infographic
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
200026826-001
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

The US equity rotation: Where have all the good vibes gone?

After riding into 2025 on a wave of post-election euphoria, the US stock market has struggled to find its footing so far this year. Global Investment and Multi-Asset Strategist Nanette Abuhoff Jacobson looks at what’s changed in the markets and what it might mean for investors.

Continue reading
event March 2025
4 min
Article
2026-03-31
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
157419721
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Turning tides for US Treasuries

Uncover the case for US Treasuries in fixed income portfolios against the current market backdrop.

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

Continue reading
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.
Helicopter view of the New York City skyline and the The Trump Building in Lower Manhattan, New York.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Is the “Trump trade” real?

Is this "Trump trade" real?In this latest edition of Chart in Focus, we compare market's reactions to Trump's re-election and his 2016 election, and share our observations.

Continue reading
event November 2024
3 min
Infographic
2025-11-29
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.