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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

How would emerging markets weather a “standard” recession?

Macro Strategist Gillian Edgeworth explores the potential impact of a developed market recession on emerging markets.

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Quick Take
2024-08-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Mid Year Outlook Designs
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Chinese equities: Pockets of strength for patient stock pickers

Portfolio manager Bo Meunier explores how China’s recovery may be more modest than headline numbers suggest and why, as a stock picker, she remains constructive.

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2024-06-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

India equity's improving risk/return tradeoff

This is not your grandfather's India equity market. Equity Portfolio Manager Niraj Bhagwat and Investment Director Philip Brooks explain why and back their argument with risk/return data.  

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Quick Take
2024-04-30
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Archived info
Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.

Hidden in plain sight: Overlooked opportunities in investment-grade credit 

Fixed Income Strategist Amar Reganti and Investment Specialist Geoff Austein-Miller highlight some relatively simple, straightforward ways to implement a positive view on high-quality corporate credit. 

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Quick Take
2023-12-31
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
return seeking portfolio construction
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
Return-seeking portfolio construction: Renovations for a new market regime
Amid major shifts in economic and market conditions, members of our LDI Team offer their latest views on return-seeking assets, including the role of defensive and diversifying strategies.
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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.