Could the ECB’s bold steps to streamline banking pave the way for a European economic renaissance?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Can absolute return strategies enhance portfolio diversification in today's dynamic markets?
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
Modern investors tend to underappreciate the power of diversification across assets, time, and direction, which ancient societies, perhaps ironically, understood.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
Assessing the market reaction to President Trump’s tariffs and where we’re seeing opportunities as a result of the dislocation.
David Elms, Head of Diversified Alternatives, explores the potential strategic advantages of multi-strategy investing in uncertain times.
How fixed income markets are responding to Trump’s sweeping tariffs.
Can diversification help investors to ride out the uncertainty as US tariffs reshape global trade dynamics?
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.