With the U.S dollar having strengthened 6.6% in the last six months, investors are beginning to question whether the dollar has fundamentally changed direction after declining in 2017.
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
What are the bright spots in fixed income?
Can you close the return gap?
Where should core or core plus portfolios look to find value?
What are the risk and return considerations when it comes to private credit?
How can investors potentially achieve greater total return in an unconstrained fixed income portfolio?