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Showing 10 of 44 Insights Posts

Macro and market Multi-asset Asset allocation Wealth Program iStrat Multi-Asset solutions Tactical allocation Monthly Asset Allocation Outlook Article

Asset Allocation Outlook

How to evolve your portfolio amid #marketturmoil? Explore the latest monthly snapshot of our Multi-Asset Team’s asset class views. For professional, institutional or accredited investors only. Capital at risk.

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Multiple authors

event April 2025

4 min

Article

2026-04-30

Active management Total return Fixed income Wealth Program Credit Total Return Article

Credit: the power of flexibility in an uncertain world

Uncertainty in credit markets can create opportunities for investors, provided allocations are flexible enough to benefit. But how can investors balance flexibility with discipline?

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By

Connor Fitzgerald, CFA

event April 2025

6 min

Article

2025-04-30

Macro and market Portfolio strategy Wellington on Washington and the World Wealth Program Article

What do tariffs mean for portfolios?

Tariffs exceeded market expectations. Now what? Expect short-term volatility, identify concentrations and consider using sell-offs as an entry point to diversify across regions and styles, says Nanette Abuhoff Jacobson, Global Investment and Multi-Asset Strategist.

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By

Nanette Abuhoff Jacobson

event April 2025

3 min

Article

2026-05-31

Active management Europe High yield Wealth Program Fixed income EMEA Euro High Yield Article

Europe: a good hunting ground for high yield?

With attractive yields and a low duration profile, high yield can present potentially compelling opportunities for investors.

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By

Konstantin Leidman, CFA

Jennifer Martin, CFA

event April 2025

7 min

Article

2026-05-31

European flag waving at the arch of Jubel Park in Brussels,Belgium

Europe Equity Macro and market Wealth Program European Stewards Focused European Equity Article

The changing face of Europe: regime change gathers pace

Macro Strategist Nicolas Wylenzek explores the drivers of Europe’s accelerating regime change and its impact on European equity markets and potential areas of opportunity.

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By

Nicolas Wylenzek

event April 2025

8 min

Article

2026-03-31

View of a graphene molecular nano technology structure on a blue background - 3d rendering

Active management Equity Stewardship Wealth Program Article

How stewardship can bring perspective amid uncertainty

Portfolio Manager Yolanda Courtines, Investment Director Alex Davis and Investment Specialist Fred Owens-Powell examine how a stewardship perspective can help equity investors uncover opportunity amid uncertainty.

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Multiple authors

event April 2025

7 min

Article

2026-05-31

Active management Equity Portfolio construction Wealth Program EMEA Focused European Equity Article

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.

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event March 2025

4 min

Article

2026-03-31

Mountain valley

Equity Fixed income Macro and market Wealth Program Tactical allocation Article

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.

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event March 2025

8 min

Article

2026-05-31

Detail of a colorful glass mosaic.

Active management Growth Equity Wealth Program Fundamental equity US Quality Growth Wealth Article

There is more than one way to approach growth equities

Portfolio Managers Steven Angeli and Joe Chung, and Investment Specialist Casey Vale discuss how looking at growth equities in a different way may help uncover opportunities beyond the dominant market narrative.

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Multiple authors

event March 2025

6 min

Article

2026-04-30

electric-grid-high-voltage-tower-802410948

Equity Carbon emissions Utilities Wealth Program Energy Active management Article

Power play: Building the case for infrastructure in 2025

The long-term case for listed infrastructure remains compelling. But could near-term catalysts, such as nuclear and natural gas, also drive performance in the short term?

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event February 2025

7 min

Article

2026-02-28

galaxy-hero-banner-insight-1200x600

USA Total return Credit Wealth Program Fixed income Wealth Volatility Article

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.

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By

Connor Fitzgerald, CFA

event February 2025

5 min

Article

2026-02-28

EM equity Geopolitics Thematic exposure Wealth Program Fundamental equity Emerging Market Development Small-cap Equity Emerging markets Content CoE Program Global Program iStrat Article

Emerging markets under Trump 2.0: expect the unexpected

Portfolio Manager Dáire Dunne and Investment Director Irmak Surenkok discuss what Trump 2.0 entails for emerging markets investors and what useful lessons they can learn from his first term.

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By

Dáire Dunne, CFA

event January 2025

5 min

Article

2026-01-31

Active management High yield Outlook Wealth Program Fixed income Global High Yield Euro High Yield Article

High-yield bond investing in 2025: the year of the coupon

High-yield bond Portfolio Managers Konstantin Leidman and Mike Barry, and Investment Director Jennifer Martin discuss why, in 2025, high-yield bond investing is all about the coupon.

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Multiple authors

event January 2025

4 min

Article

2025-06-30

Ne year resolution yellow stickers banner

Active management Multi-asset Tactical allocation Wealth Program iStrat Wealth Article

Four achievable New Year’s resolutions for investors

Are New Year’s Resolutions for investors purely aspirational or a helpful tool? Investment Strategy Analyst Alex King believes the latter and proposes four achievable resolutions.

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By

event January 2025

5 min

Article

2026-02-28

Fixed income Credit Elections Wealth Program USA Wealth Video

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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By

Connor Fitzgerald, CFA

event December 2024

4 min

Video

2025-12-31

Active management Income High yield Wealth Program Fixed income Euro High Yield Global High Yield Article

High-yield credit investing: it’s a marathon, not a sprint

Fixed Income Portfolio Manager Konstantin Leidman explains his focus on the high-quality companies likely to outperform over the long term and why he is wary of the hype surrounding potentially bubble-inducing developments like generative AI.

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By

Konstantin Leidman, CFA

Jennifer Martin, CFA

event December 2024

5 min

Article

2026-01-01

wooden-ship-wheel

Active management Income Volatility Wealth Program Fixed income Credit Article

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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By

Nick Samouilhan, PhD, CFA, FRM

Jonathan Tan, CFA

event November 2024

8 min

Article

2025-11-30

oil refinery plant

Total return Fixed income Credit Wealth Program USA Article Industrials

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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By

Connor Fitzgerald, CFA

event November 2024

6 min

Article

2025-11-30

Active management Large-cap Sustainability Wealth Program Fundamental equity Global Stewards Article

Unlocking the full value potential of stewardship

Yolanda Courtines and Alex Davis examine how corporate stewardship can be a source of value and delve into what investors can do practically to maximise its full potential.

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By

Yolanda Courtines, CFA

event October 2024

5 min

Article

2025-10-31

Japan Equity Automation Wealth Program Global Industry Research Industrials Article

Japan’s factory automation sector: Poised for a significant upturn?

Global Industry Analyst Takuma Kamimura explains why he believes we’re on the verge of a multiyear cyclical upturn in the factory automation sector and why he sees a compelling outlook for select Japanese companies in particular.

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By

Takuma Kamimura

event October 2024

5 min

Article

2025-10-31

Equity iStrat Elections Wealth Program Thematic solutions Article Thematic exposure

US election special: which investment themes win at the polls?

The upcoming US election could be one of the most momentous in recent history. How could the result affect different investment themes? Our thematic team investigate the potential implications for investors.

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Multiple authors

event October 2024

7 min

Article

2025-10-31

USA Growth Elections Wealth Program Equity Volatility Article

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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Multiple authors

event September 2024

6 min

Article

2025-09-30

Aerial View Of Spherical Topiary Plant.

Active management Equity Macro and market Wealth Program USA Emerging markets Growth Wealth Chart in Focus iStrat Tactical allocation Infographic

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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By

Nick Samouilhan, PhD, CFA, FRM

event September 2024

3 min

Infographic

2025-09-30

USA Elections Tactical allocation Wealth Program Wellington on Washington and the World Article iStrat

The US elections through the eyes of a European investor

Supriya Menon, Head of Multi-Asset Strategy – EMEA, explores what potentially material implications upcoming US elections could have for European investors and identifies key areas to monitor closely.

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By

event September 2024

7 min

Article

2025-09-30

Business People Analyzing Wooden Samples

Europe Equity Macro and market Wealth Program Fundamental equity Macro Wealth Article

The investment implications of Europe’s ageing workforce

What are the investment implications of Europe’s ageing workforce? Macro Strategist Nicolas Wylenzek explores the drivers of this accelerating demographic shift, Europe’s likely response and the opportunities it creates for investors.

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By

Nicolas Wylenzek

event September 2024

6 min

Article

2025-10-31

USA Elections Tactical allocation Wealth Program iStrat Geopolitics Wellington on Washington and the World Multi-asset Article

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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Multiple authors

event September 2024

6 min

Article

2025-09-30

swift-720x450-white-v1

Diversification Fixed income Impact investing Wealth Program Active management Investment grade Global Impact Bond Article

Destination diversification – is your bond portfolio ready to take flight?

In a new economic era, bonds once again provide the potential for downside protection, but diversification within fixed income is increasingly important. Impact bonds can offer a differentiated and diversified way to drive both positive change and returns.

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By

Campe Goodman, CFA

event September 2024

5 min

Article

2025-09-30

cat-720x450-white-v1

Active management Growth Fixed income Wealth Program High yield Euro High Yield Article

Opportunities in high yield: ready, steady, pounce?

Fixed income investors face a fundamentally different environment, but opportunities to target growth in high yield are emerging, provided investors can stay on the front foot.

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By

Konstantin Leidman, CFA

event September 2024

6 min

Article

2025-09-30

dolphin-plate-720x450-white-v1

Active management Fixed income Macro and market Wealth Program Americas Brazil Canada Mexico USA APAC Asia Australia China India Japan EMEA Africa Europe France Germany Italy Russia United Kingdom Emerging markets Inflation Interest rates Macro Monetary policy Asset allocation Article

Time to capitalise on the evolving role of bonds?

We outline why we think the new economic era is elevating the role of bonds as a source of attractive and stable income, downside protection and portfolio diversification.

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By

event September 2024

2 min

Article

2025-09-30

Japan Equity Asia tech Wealth Program Global Industry Research Information technology Article

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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By

event August 2024

3 min

Article

2025-09-30

Europe Equity Financials Wealth Program Global Industry Research Large-cap EMEA Article

The power of local perspective: where next for European banks?

Global Industry Analyst Thibault Nardin explores how monetary policy divergence, technological disruption and sector consolidation are reshaping European banks, while creating potentially compelling opportunities for active investors.

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By

Thibault Nardin

event August 2024

7 min

Article

2025-08-31

Income Fixed income Interest rates Wealth Program Asia advised retail Credit Wealth Wealth Chart in Focus Infographic

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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By

Campe Goodman, CFA

event July 2024

3 min

Infographic

2025-07-31

Small-cap Diversification Multi-asset Tactical allocation Wealth Program Inflation Article iStrat

Breaking concentration: big picture thinking with small-cap equities

How to overcome the risks associated with today's concentrated market? Investment Director John Mullins explores why small-cap equities could be part of the answer.

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By

event July 2024

6 min

Article

2025-07-31

Elections France Equity Wealth Program Wellington on Washington and the World Geopolitics Fundamental equity Article

Surprise French election result: what does it mean for investors?

Macro Strategist Nick Wylenzek and Investment Director Thomas Kramer discuss the surprise French election and its implications for European equities.

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By

Nicolas Wylenzek

event July 2024

4 min

Article

2025-07-31

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