CAPITAL IDEAS^TM

Asset allocation

Emerging Markets

EMD: A credible long-term asset allocation candidate
Asset Allocation

Have investors missed the rally in stocks and bonds?
Interest Rates

Where to invest as interest rates decline
Fixed Income

Hard and local currency bonds provide different routes to returns

Jeremy J.W. Cunningham
Equity

The new normal for equities in 2024

Winnie Kwan
Portfolio Construction

How to use bonds to seek balance as Fed hikes wind down
Fixed Income

How to think about bonds in this new world
Fixed Income

Focus on finding idiosyncratic company and sector opportunities
Fixed Income

How global corporate bonds can improve outcomes for UK investors
Markets & Economy

Risks of bad breadth: Market concentration in five charts

Steve Fox
Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
Global Equities

Can this stock market rally continue?
Fixed Income

Global Corporates: Increased dispersion in credit spreads brings opportunities for active managers
Multi-Asset

Are 60-40 portfolios set for a comeback?

Julie Dickson
Fixed Income

The case for investment grade corporate bonds
Bonds

Why should you consider owning bonds now?
Outlook

Bond outlook: What to know as Fed fears hit markets