CAPITAL IDEAS^TM

Market Volatility

Long-Term Investing

Investing in companies at times of crisis
Market Volatility

Five views on tumbling markets
Fixed Income

Finding idiosyncratic opportunities in investment grade corporates
Fixed Income

Trend for easier monetary policy should be tailwind for duration-related assets
Election

Three mistakes investors make during election years
Election

Four things to watch ahead of the US elections
Fixed Income

A dovish Fed could unlock opportunity, some caution warranted
Markets & Economy

The US avoided recession last year. What comes next?
Fixed Income

An active approach to credit versus buy and maintain (B&M)
Portfolio Construction

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

Yields remain attractive as some EMs pivot on policy
Fixed Income

Focus on finding idiosyncratic company and sector opportunities
Fixed Income

Global investment grade corporate bonds: a sector for all seasons
Market Volatility

Guide to recessions: Nine things you need to know
Bonds

Four high-income seeking investment strategies for a high-rate world
Bonds

Four lessons from 50 years of bond investing
Fixed Income

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

Macro insights: Recession risk heightened as hints of economic slowing emerge
Fixed Income

Emerging markets debt: Starting yields lift return potential
Fixed Income

European market outlook: Clouds on the horizon

Elaine Lin
Market Volatility

What the SVB collapse means for investors
Market Volatility

Asian banks: end of Fed hiking could be key

Rahul Sadiwala
Market Volatility

ECB hikes rates but financial instability clouds outlook

Robert Lind
Market Volatility

Quick take: How SVB’s collapse changes the Fed’s calculus

Timothy Ng
Market Volatility

Views on the collapse of SVB Financial
Long-Term Investing

Rob Lovelace shares his view on the current bear market

Rob Lovelace
Fixed Income

Securitised credit: A useful diversifier in bond portfolios

Xavier Goss
Fixed Income

EMD outlook for 2023: local currency yields offer protection in volatile conditions
Fixed Income

Asian fixed income: Careful navigation required
Dividends

Dividends: Building resilience in a new market reality
Fixed Income

The pursuit of consistent income streams

Damien McCann
Market Volatility

Recession watch: triggers, outlook and what next for central banks
Market Volatility

Quick take: Britannia unhinged

Robert Lind
Market Volatility

When short term pain can bring long term gains

Flavio Carpenzano
Market Volatility

Braving bear markets: 5 lessons from seasoned investors
Market Volatility

Running the rule over Truss & Kwarteng’s fiscal radicalism
Currencies

Global outlook: all eyes on where US inflation lands

Jens Sondergaard
Market Volatility

When will the bear market end?
Politics

Will the war in Ukraine outlast European unity?

Talha Khan
Fixed Income

Income as the anchor of a portfolio amid volatility

Flavio Carpenzano
Europe

ECB faces tough choices as it prepares to raise rates

Robert Lind
Fixed Income

Where are the risks and opportunities in high yield and EMD?

Rob Neithart
Fixed Income

A more constructive outlook for corporate bonds, but caution is still warranted
Outlook

Rob Lovelace on all-weather investing

Rob Lovelace
Bonds

Why should you consider owning bonds now?
Fixed Income

Credit investing amid heightened market volatility

Peter Becker
Outlook

Bond outlook: What to know as Fed fears hit markets
Stock

Globalisation: the reports of its demise are greatly exaggerated
Currencies

Downturn in the US financial cycle may be near

Jens Sondergaard
Market Volatility

Relative value in EM local markets

Kirstie Spence
Interest Rates

Is the era of easy money coming to an end?
Market Volatility

Commodity prices drive differentiation within EMD

Kirstie Spence