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Market Outlooks
Treading carefully: A balancing act in 2023
Curated content for RIAs.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
This piece is approved to use with clients.
Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.
Investing Ideas
The forecasters were right
This piece is approved to use with clients.
Just how good an indicator of future performance are earnings predictions? Portfolio Manager Aneet Chachra considers the historical value of forecasts, and questions whether investors can use them to help guide their investment decisions, as we look ahead to 2023.
Investing Ideas
The Fed and CLOs: Well aligned?
This piece is approved to use with clients.
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.
Investing Ideas
Sustainable equity in 2023: a year for reshoring, rebuilding and electrification
This piece is approved to use with clients.
Hamish Chamberlayne, Head of Global Sustainable Equities, provides his investment outlook for 2023 and outlines three key themes that mean there is much to look forward to.
Investing Ideas
Is green hydrogen a net zero game changer?
This piece is approved to use with clients.
Portfolio manager Tal Lomnitzer discusses how the global race to net zero is driving investment into the low-carbon energy transition, and why green hydrogen sits at the centre of this megatrend.