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Market Outlooks
Global Weekly Commentary: Greater inflation risks ahead
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We see a higher inflation regime in the medium term after a decade of inflation persistently undershooting central bank targets.
Market Outlooks
Global Weekly Commentary: Why we stay moderately pro-risk
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The broad macro backdrop has been improving, risk assets have rallied a long way, and increasing market volatility points to risks that investors will need to navigate as the U.S. presidential election draws closer.
Market Outlooks
Global Weekly Commentary: Changing credit views amid volatility
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Markets have rallied sharply from their virus lows, driven by the policy revolution and economic restart.
Market Outlooks
Focus on Equities: Taking the Long View
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Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Portfolio Construction Insights
How We Uncover Value in Challenging Times
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COVID-19 has tested the resolve of even the most seasoned investors, leading some to question investment strategy and portfolio mix. However, faced with uncertainty, we are unwavering in our belief that a consistent investment approach helps us find opportunities that may deliver greater value. Portfolio Manager Gareth Lyons covers our four-pillar investment process and how it’s designed to reveal holdings with long-term potential.