Content (494)
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White papersRethinking Trend Investing: Alternative Signals, Not Alternative Markets
Inflation, geopolitical fragmentation and concentrated, AI-driven markets have put a premium on investors’ ability to navigate directional moves across asset classes. We think systematic trend-following strategies can help chart a course. But how they’re designed matters.
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White papersHave Rate Hikes Tipped the Scales Toward Value Equities?
In the AI-led markets of recent years, companies with distant profit potential have been favored. But higher interest rates could change the equation and create a new advantage for value stocks, whose businesses tend to have more visible cash flows in the shorter term.
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PodcastReading Between the (Credit) Lines: What it Takes to Succeed in Credit Research
Stephanie Foster, Senior Credit Research Analyst, discusses the importance of a consistent analytical process in credit research, the role of intuition and judgement, and the evolving nature of the finance industy. She emphasizes the need for networking, adaptability, and promoting the industry to younger generations.
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White papersWhat Higher Interest Rates Are Telling Insurance Investors
For insurance investors, bond yields play a defining role in long-term planning, with the effects of their levels and movements rippling across balance sheets. Liabilities may move inversely to asset values, and today’s investment decisions have implications far into the future. That makes bond yields critical variables for prudent insurance investors. There are also insights in the “why” behind higher rates.
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White papersEquity Outlook: AI, Higher Rates Raise the Bar for Diversification
Global equities advanced in the third quarter as market returns broadened away from technology. But AI’s disruptive impact is spreading across sectors and industries—transforming the very nature of investment diversification.
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White papersGlobal Macro Outlook: Fourth Quarter 2026
The global economy remains resilient amid war tensions and soaring energy costs. AI-driven investment and productivity gains are helping offset inflation pressures, while central banks increasingly diverge on policy. We think growth should remain positive through 2026, though elevated oil prices, market complacency and geopolitical risks warrant caution.
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White papersAn Invidious Choice? Towards Bond Market Crisis or Yield Curve Control
The yields on long bonds have risen to multi-decade highs. Debt sustainability fears have festered for years but to no tangible effect—either on investment portfolios or political debate. The most likely route is that the “can is kicked” on both debates; after all, >2% real yields will be tempting to many investors.
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White papersUnlocking AI’s Advantages in Investing: How Asset Managers Can Create Lasting Benefits for Clients
AI is becoming ubiquitous in asset management, but adoption alone won’t create an edge. Lasting value will come from a clear strategy that connects AI tools with proprietary data, disciplined workflows, human judgment and strong governance. Firms that use AI to strengthen research, sharpen decision-making and build more capable investors will be best placed to turn the technology’s promise into better insights and portfolio outcomes for clients.
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White papersFixed-Income Outlook: Four Ways to Capitalize on Dispersion
Fixed-income investors are being paid more to take risk than they have been in years, but not all opportunities are created equal. Higher yield levels, heightened volatility and growing differences across countries, sectors, industries and issuers are expanding the opportunity set. Dispersion is the raw material from which active returns are generated. Below are four ways investors can capitalize on it.
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White papersChips and Frack: How the AI Boom Rhymes with the US Shale Cycle
Few investors would naturally put artificial intelligence data centers and US shale oil in the same frame. One is built on advanced semiconductors and software; the other on rock, steel and drilling rigs. But the economic pattern is familiar. A breakthrough changes what is possible, demand outruns supply, attractive profit pools emerge and capital floods in. Then capacity expands, costs fall and competition tests which businesses have durable advantages.
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PodcastEverything Everywhere All at Once: What it Takes to Be a Multi-Asset Investor
Risk, diversification and discipline: Julia Hilgers discusses the strategic foundations of investing for clients.
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VideoConnecting the Dots: A Holistic Approach for Insurers
For insurance investors, a holistic approach to asset allocation is more important than ever.
