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Multi-asset Bank liquidity Inflation Fixed income USA Currency Volatility Interest rates Monetary policy Quick Take
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Three macro assumptions that could be just plain wrong

Fixed Income Portfolio Manager Brij Khurana offers his non-consensus take on three entrenched, but potentially flawed, beliefs in today's market environment.

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Brij Khurana

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Quick Take
2024-04-30
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Bank liquidity Risk management Monetary policy Volatility Inflation USA Financials Quick Take
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Understanding the US banking sector shake-up

Investment Communications Managers Jitu Naidu and Adam Norman detail recent US bank failures and analyze the implications. (Published 15 March 2023)

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Jitu Naidu

Adam Norman

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Quick Take
2024-03-31
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Volatility Financials USA Inflation iStrat Risk management Tactical allocation Quick Take Monetary policy Bank liquidity Multi-Asset solutions
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On to the next crisis: Glimpsing a post-SVB world

Amid the turmoil in the US banking sector, Global Investment Strategist Nanette Abuhoff Jacobson suggests investors consider pivoting to a “risk-management mode” that favors higher-quality assets. (Published 14 March 2023)

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Nanette Abuhoff Jacobson

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Quick Take
2024-03-31
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Financials Volatility USA iStrat Tactical allocation Quick Take Monetary policy Bank liquidity Multi-Asset solutions
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SVB collapse: What are the implications?

Multi-Asset Strategist Supriya Menon shares her latest perspectives on the collapse of Silicon Valley Bank Financial Group (SVB) and the unfolding implications for investors. (Published 14 March 2023)

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Supriya Menon

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Quick Take
2024-03-31
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Formula one race
Equity Active management Growth Portfolio construction Volatility Digital transformation Asia advised retail USA Article
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Driving growth with quality controls in uncertain markets
Equity Portfolio Manager John Boselli and Investment Director Philip Brooks share their thoughts on where investors can find “quality-driven” growth potential in today's uncertain environment.
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John Boselli, CFA

Philip Brooks, CFA

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Article
2023-10-31
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Top of Mind Inflation Asset allocation Monetary policy Multi-asset USA Article
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Will the Fed send the US economy into a recession?
Multi-Asset Strategist Adam Berger and US Macro Strategist Juhi Dhawan consider the broad impact of Fed rate hikes and how asset allocators should respond.
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Adam Berger, CFA

Juhi Dhawan, PhD

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Article
2023-07-31
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Credit Economic cycle Interest rates Monetary policy Government bonds USA Quick Take
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Credit investing against a slower-growth, higher-inflation backdrop
The significant flattening of the US Treasury yield curve in recent months has some prognosticators calling for an impending US recession. Not so fast, says Fixed Income Portfolio Manager Rob Burn.
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Rob Burn, CFA

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Quick Take
2022-07-31
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Inflation Interest rates USA Quick Take
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Fed watch 2022: Year of the hawk?
With inflation on the rise and all eyes seemingly on the Fed these days, Fixed Income Portfolio Manager Jeremy Forster shares his takeaways from the Federal Open Market Committee (FOMC)'s December 2021 meeting.
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Jeremy Forster

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Quick Take
2022-07-29
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