Opportunities and risks

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Outlook Volatility Inflation Income Active management Opportunities and risks Asset allocation Interest rates Digital transformation Carbon emissions Energy Multi-asset Commodities Article
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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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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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Ranjit Ramachandran, CFA

Matt Lipton, CFA

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Quick Take
2022-12-31
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Tech & Innovation Quick Take Macro and market Innovation Consumer discretionary Information technology 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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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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Tech & Innovation Asia tech Fintech Fundamental equity Global Industry Research Equity ESG Article 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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Multiple authors

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Article
2022-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Tech & Innovation Asia tech Fintech Fundamental equity Global Industry Research Equity ESG Article Opportunities and risks Macro and market
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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.
Continue reading

Multiple authors

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Article
2022-11-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
APAC Equity Opportunities and risks Macro and market Article
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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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Article
2022-09-30
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Multi-asset Portfolio strategy Balance sheet Portfolio policy Americas Opportunities and risks
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Strong but slowing growth: A tale of two narratives
Markets appear to be caught between two hard-to-reconcile narratives: The pace of economic growth looks poised to slow, but the level of growth is likely to stay relatively strong. Multi-Asset Insurance Strategist Tim Antonelli and Investment Strategy Analyst Daniel Cook offer insights for global insurers at this point in the cycle.
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Tim Antonelli, CFA, CAIA, FRM, SCR

Daniel Cook, CFA

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2022-01-31
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Equity Macro and market Tech & Innovation Fundamental equity Opportunities and risks Article Asia tech Fintech Distribution
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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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Article
2022-10-31
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Tech & Innovation Opportunities and risks Equity Alternatives Fintech
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The coming wave of disruption in financial services
Portfolio Manager Matt Lipton explains why some financial companies are finally catching up with other sectors that have long benefited from structural change driven by technological innovation — and why some incumbents will be left behind.
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Matt Lipton, CFA

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2022-08-31
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Sustainability Multi-asset Climate Opportunities and risks Portfolio strategy
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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.
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Carolina San Martin, CFA

Andria Weil

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2021-12-31
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Sustainable investing Climate Portfolio policy Multi-asset Article Opportunities and risks
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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.
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By

Carolina San Martin, CFA

Andria Weil

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Article
2021-12-31
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Fixed income Volatility Opportunities and risks Article
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Are we on the cusp of an unconstrained bond fund “renaissance”?
Portfolio Managers Brian Garvey and Brij Khurana and Investment Director Brian Doherty see unconstrained fixed income approaches, if properly implemented, as being well suited to the current (or any) market environment.
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Article
2022-07-31
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Equity Fundamental equity Global Industry Research Macro and market Opportunities and risks Article Tech & Innovation Fintech Asia tech
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Widespread tech innovation: Don’t miss the forest for the really big tree
We explore the innovations driving a multi-decade journey of disruption and highlight the importance of in-depth research to capturing this opportunity.
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Multiple authors

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Article
2022-05-31
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