Opportunities and risks

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Digital transformation Inflation Tactical allocation Income Outlook Multi-Asset solutions Volatility Multi-asset Carbon emissions iStrat Active management Article Interest rates Energy Commodities Opportunities and risks
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Investing in the second half and beyond: It’s a whole new ballgame
What lies ahead after a painful (and largely unexpected) first half of 2022? Multi-Asset Strategist Nick Samouilhan and Investment Director Andrew Sharp-Paul offer their perspectives on 2H22 outlook and the actionable takeaways respectively.
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By

Nick Samouilhan, PhD, CFA, FRM

Andrew Sharp-Paul

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Article
2022-12-31
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Cryptocurrency Alternatives Macro and market Opportunities and risks Regulatory Quick Take
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Crypto beyond the hype: Insights for institutional investors
We highlight a few practical insights on cryptocurrencies for institutional investors evaluating the asset class, including our views on custody, regulation, and more.
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By

Ranjit Ramachandran, CFA

Matt Lipton, CFA

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Quick Take
2022-12-31
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Equity Inflation Value vs growth Opportunities and risks Fundamental equity China Article
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Quality-growth investing amid inflation and rising rates
We discuss how today's market impacts growth companies, including which areas are well positioned for the year ahead.
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John Boselli, CFA

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Article
2022-12-31
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