Is the gap closing between US equity returns and the rest of the world’s?
What are the implications of quantitative tightening for the global bond market?
Potential investment implications of IFRS 9 on bond and equity investment strategies like hedge accounting and derivatives.
Could your portfolio benefit from a factor perspective?
Regime shift from “lower for longer” toward reflation?
A broad overview of our 2019 assumptions
Helping clients build better portfolios
What are the bright spots in fixed income?