Asset allocation

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Credit: Better opportunities to add risk on the horizon

ur experts review current macro dynamics impacting the bond market and discuss where they see opportunities and risks across credit sectors.

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Article
2024-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chart in Focus: Income investing is not just about “chasing yield”

Higher yield doesn’t necessarily mean higher total return. What are the trade-offs investors need to be aware of when looking for income?

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Quick Take
2024-10-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

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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Quick Take
2024-03-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Sector rotation opportunities for nimble credit investors

Following a credit market rally, Fixed Income Portfolio Manager Rob Burn still sees value in higher-yielding sectors but believes investors should stay nimble.

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Quick Take
2024-02-29
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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The search for income: Three bright spots amid today’s volatility
Amid today’s market volatility, many investors are seeking creative, diversified avenues to generating reliable income. Investment Strategist Michelle Ng weighs in on three asset classes that may fit the bill.
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Article
2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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2022 Asia Pacific Investment Forum: The energy complex
What do the rapidly accelerating tensions in the energy and commodity complex mean for investors? Discover three expert insights from our 2022 Asia Investment Forum.
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2023-09-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Is the commodities rally built to last?
Commodities were the only major asset class that performed well in the first half of 2022. Multi-Asset Strategist Adam Berger and Commodities Portfolio Manager David Chang consider whether there’s more upside from here.
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Article
2023-08-31
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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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Article
2023-07-31
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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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Article
2022-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.