Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Markets, economy, stocks, growth, global, fixed income, international, asset classes
In this paper, Rupert Brindley discusses why the concept of the forward rate of interest is central to fixed income investing, and how it informs long-term forecasting processes.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
DC plans should consider adding multi-asset credit strategies to their default strategies
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.
Is now the time for de-risking?
Despite attractive valuations, emerging market equities have underperformed. Things are improving, but a headwind looms: monetary policy