insights.

Donald Trump’s policy agenda could have profound implications for the US economy and global markets. Our equity, fixed income, multi-asset and convertible bond teams assess three key impacts.

We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.

How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

In our 2024 outlook, LOIM CIOs for equities, fixed income, multi asset, convertible bonds and alternatives consider how to capture key investment opportunities.

How can investors position for a credit crunch? In fixed income, equities, multi asset and alternatives, our CIOs consider what attractive options exist.

How can investors position for a credit crunch? In fixed income, equities, multi asset and alternatives, our CIOs consider what attractive options exist.

As uncertainty fuels volatility and new winners surface, are active managers finding new ways to generate alpha?