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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Carbon emissions Energy Sustainable investing Alternatives Equity Opportunities and risks Article Climate ESG
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Decarbonization and the energy transition: The next supercycle
The low-carbon transition could be the biggest capital cycle of our lifetime, fueled by massive spending and extensive infrastructure development. We break down the investment implications.
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Keith White

Kinga Darida, CFA

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Article
2022-12-31
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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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