Opportunities and risks

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Government bonds Monetary policy Opportunities and risks Inflation USA Quick Take Fixed income
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Fed rate hikes: A tailwind for bonds?
Global Investment Strategist Nanette Abuhoff Jacobson believes higher-quality, longer-duration bonds may prove resilient even if the Fed keeps raising short-term rates into 2023.
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Nanette Abuhoff Jacobson

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Quick Take
2022-10-31
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Fixed income Opportunities and risks Europe Article
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Navigating an uncertain world: finding value in European high yield
Fixed Income Portfolio Manager Konstantin Leidman and Investment Specialist Jillian Rooney explore why recent spread widening has created a potentially attractive entry point into the European high-yield market.
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Konstantin Leidman, CFA

Jillian Rooney

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Article
2022-12-31
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Quick Take Global Industry Research Macro and market Innovation Information technology Tech & Innovation Consumer discretionary Opportunities and risks
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Consumer tech: Buy the dip or bide your time?
We explore the potential opportunities offered by the recent sell-off in the consumer tech sector, highlighting areas like gaming, online dating, and more.
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Brian Barbetta

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Quick Take
2022-08-31
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Inflation Fixed income Event replay Opportunities and risks
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Reflation or stagflation? Assessing the investment outlook for 2022
Are investors right to fear a return of stagflation? What areas of portfolios may need repositioning? And how do they think about inflation and climate risk?
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Event replay
2022-12-31
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Tech & Innovation Fundamental equity Global Industry Research Equity Article ESG Macro and market Opportunities and risks
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Tech WELLcovered: Legacy redefined
Tech innovations are breaking down barriers, enabling us all to leave legacies of progress through the ways we allocate our capital and live our lives. Join us on a journey to witness the past, experience the present, and build a better future — all while capturing tech’s pervasive investable opportunities.
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Article
2022-11-30
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Inflation Equity Fixed income Multi-asset Article China Opportunities and risks
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Five investment essentials for a post-pandemic world
As the world “gets back to business” in 2022, a cautiously optimistic outlook seems warranted. For investors, it may be a year to think thematically.
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By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-11-30
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Volatility Inflation iStrat Tactical allocation Article Fixed income Economic cycle Opportunities and risks Multi-Asset solutions
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A credit strategy designed for all seasons
Today’s fixed income allocators face a variety of challenges. Against this backdrop, Multi-Asset Strategist Cara Lafond and Investment Directors Amar Reganti, Chris Perret, and Andrew Bayerl make the case for having an “all-weather” credit portfolio composed of carefully chosen building blocks.
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Article
2022-11-15
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Equity Opportunities and risks Macro and market
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Approach growth differently: think development, not just GDP
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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By

Dáire Dunne, CFA

Simon Henry, CFA

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2022-09-30
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Sustainable investing Fixed income — Credit Equity Opportunities and risks Climate
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Countering climate risks through collaboration
Global Industry Analyst Alan Hsu and Dr. Philip Duffy of Woodwell Climate Research Center discuss the importance of close cooperation between investors and climate scientists when addressing climate action.
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Alan Hsu

Dr. Philip Duffy, PhD

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2022-10-31
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Equity Macro and market Opportunities and risks Tech & Innovation
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Tech WELLcovered: experience transformed
5G, AI and augmented reality will soon offer exponentially more options for experiences outside of work — with each activity personalised for your interests. Join us on a journey to witness the past, experience the present and transform the way you see the future of fun and the investable opportunities it creates.
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Multiple authors

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2022-10-31
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