2022 ended with a bang; unfortunately not a good one! December proved to be a fitting end to a terrible year for bonds and financial assets in general, with yields up significantly once again.
Andrew Harmstone, Manfred Hui: We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
As higher interest rates make it harder to engineer growth through debt, we think the relative value of businesses that can grow organically should only go up.
What a difference a few weeks make. October was characterized by stern Fed messaging about inflation risks, a surprisingly strong U.S. labor market report and higher than expected inflation.
After lagging the developed economies for more than a decade, emerging markets are in a much stronger position to outperform developed countries in the decade ahead. Jitania Kandhari, Deputy CIO, Solutions & Multi Asset Group, explains.
Jim Caron, Senior Advisor for the Fixed Income Team, shares his macro thematic views on key market drivers.