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Investing Ideas
Peeling back the onion: A concentric approach to investment decision making
Curated content for RIAs.
Portfolio Managers Greg Wilensky and Jeremiah Buckley offer a framework for interpreting economic news for investment decision making.
Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.
Investing Ideas
Hiding in plain sight: The investment case for healthcare
Curated content for RIAs.
Though healthcare may have flown under the market’s radar this year, the sector’s attractive valuations and new growth opportunities are not to be overlooked, say Portfolio Managers Andy Acker and Dan Lyons.
Investing Ideas
Investing in megatrends through mission-critical ‘ingredients suppliers’
Curated content for RIAs.
Suney Hindocha, analyst on the Global Sustainable Equity Team led by Hamish Chamberlayne, discusses some of the mission-critical, and often overlooked, businesses that are essential to the megatrends which are shaping the future.
Investing Ideas
Do fund flows affect market prices?
Curated content for RIAs.
Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
Market Outlooks
Productivity: The antidote to an inflationary era
Curated content for RIAs.
Head of Global Asset Allocation Ashwin Alankar explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Portfolio Construction Insights
In defense of defensive fixed income: The case for adding duration
Curated content for RIAs.
Senior Portfolio Strategist Lara Reinhard outlines three reasons why investors with the appropriate risk tolerance and objectives might consider adding intermediate-duration bonds back to their fixed income portfolios.
Portfolio Construction Insights
Sinking sentiment: When a bad mood is good news for markets
Curated content for RIAs.
This year, investor sentiment has sunk amid a historically challenging economy. Is consensus now the right place to be, or do investors run the risk of missing out on some of the best long-term buying opportunities?