CAPITAL IDEAS^TM

Market Volatility

Trade

Decoding tariffs: What’s the economic impact?

U.S. Equities

How to talk to clients about Bitcoin

Market Volatility

Should investors be nervous about the stock market?

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

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ABOUT US

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STRATEGIES BY REGION

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Market Volatility

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