USA
Showing of 8 Insights Posts
Four potentially powerful tailwinds for the securitized sector
In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.
Continue reading
event
Quick takes
Ten more “what if” scenarios for 2022
In his latest Top of Mind session, Multi-Asset Strategist Adam Berger addressed a wide range of what-if scenarios on the minds of our clients. See what he has to say on Russia, China, cryptocurrencies, the IPO market, and many other topics in this brief article.
Continue reading
event
Article
2023-02-28
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.
Continue reading
event
2022-12-31
A revival in US investment spending: Implications of the Biden infrastructure plan
US Macro Strategist Juhi Dhawan discusses six key themes in the US infrastructure proposals, from shovel-ready projects to modernization of the power grid, and considers the broad economic impact and potential for unintended consequences.
Continue reading
event
Update on key sustainability initiatives
We highlight progress on key sustainability initiatives: interim targets for our net-zero commitment, inclusion of location data in climate disclosures, and expanding our compliance with SFDR.
Continue reading
event
Using climate science to uncover investment opportunities
Investors are increasingly aware of the risks posed by climate change, but perhaps less so of the unexpected opportunities that climate science can help uncover.
Continue reading
event
No way out? Why the Fed may be trapped
Shifting inflation dynamics could box the Fed into a corner and test its resolve going forward. Fixed Income Portfolio Manager Brij Khurana takes a closer look and considers the investment implications.
Continue reading
event
Executive order on China: Biden broadens the brief
Washington’s latest actions targeted at investments in companies linked to the Chinese military-industrial complex represent another important milestone in the long-term trend of US-China decoupling.
Continue reading
event