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Insights to build stronger portfolios

Timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

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MOST POPULAR INSIGHTS

Long-Term Capital Market Assumptions

Time-tested projections to help build stronger portfolios

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Currency Insights

Our currency team provides the latest themes and implications for managing global currencies.

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Fixed Income Insights

Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

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Sustainable Investing Insights

We believe that ESG considerations can play a critical role in a long-term investment strategy.

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