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Wealth Program

Showing 10 of 11 Insights Posts
wooden-ship-wheel
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Time for bond investors to take the wheel?

Volatility makes bond investing less straightforward, but it can also create opportunities, provided investors are in a position to "take the wheel" in order to capitalise on them.

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event November 2024
8 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.
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
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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.
157589136
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Quality growth — a less volatile sweet spot?

Growth stocks can be volatile, especially when companies fail to meet expectations. However, high-quality growth companies can help mitigate downside risk while still offering potential for long-term outperformance. How can investors find the sweet spot?

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event October 2024
8 min
Article
2025-11-30
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
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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?

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?

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event October 2024
5 min
Video
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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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.

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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.
Aerial View Of Spherical Topiary Plant.
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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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173899201
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Four investment perspectives amid a pivotal US election

How can investors reposition portfolios for a pivotal but highly unpredictable US elections? Nick Samouilhan explores potential avenues in conversation with three leading portfolio managers.

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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.
694725410
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Japan’s tech sector: Time for a reboot?

Japan's semiconductor industry has revived global interest in Japan's tech ecosystem. But we believe the dynamism of Japan's tech sector today doesn't start and end with electronics and semiconductors.

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event August 2024
3 min
Article
2025-09-30
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1359344663
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Chart in Focus: Four key areas of opportunities in bonds amid Fed uncertainty

We discuss four key areas of opportunities in fixed income amid Fed uncertainty in the second half of the year.

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event July 2024
3 min
Article
2025-07-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.