Amid the market uncertainty caused by the COVID-19 pandemic, investors may be seeking ways to add resilience to their portfolios. Long-short equity strategies have the potential to deliver steady returns in volatile markets.
Jim Caron, Portfolio Manager and Chief Fixed Income Strategist, shares his macro thematic views on key market drivers.
Andrew Slimmon, Head of the Applied Equity Advisors Team, offers a timely perspective on what is shaping the markets now as well as insights on investment opportunities and risk within global equities. Listen to his Market Alert.
Despite macro uncertainties, global capital spending continues to surge after a period of short-lived contraction in 2020, powering the post-pandemic economic recovery. The Investment Grade Credit team explains how this might impact market sectors.
In India, there has been a recent change from the Gandhian principles of small is beautiful to actively incentivizing large scale manufacturing. Coupled with a healthy banking sector and high demand for housing, the stage is set for Delhi to move forward with an opportunity to shine.
Psychedelics have the potential to fundamentally reshape how we think about and treat not only mental illness but a host of other conditions as well. Counterpoint Global investigates how psychedelic therapy works, the potential wide-spread impact of this innovative treatment, and the roadblocks to medical adoption.
The equity markets have had a terrible first half of 2022, with the MSCI World Index down over 20% in U.S. dollars (USD), the worst start to the year in over 50 years.
The tectonic plates of inflation and recession collided in June with recession winning, at least for now. Economic data continued to underperform, surprising to the downside in general, with central banks continuing or even intensifying their hawkishness.