Investments
Browse by
-
Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform their global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
Read more
-
Three investment themes you need to know for the rest of 2023
Rising costs and high inflation, recession, fluctuating markets—these things are top of mind for many investors. What can you do to protect and grow your portfolio during uncertain times? There are three investment topics you need to know about.
Read more -
Liability-driven investing and climate risk: facing reality one step at a time
One of the reasons retirement plan sponsors use LDI is to minimize unrewarded risks. As climate data accessibility and reliability improve, climate risk is an increasingly important risk to understand. Our LDI team explains the potential impact of climate change on corporate bonds and how to mitigate the related risk.
Read more
-
Questions to consider for evaluating proprietary investment options
Find out why plan sponsors should look beyond the proprietary and nonproprietary investment labels when building their fund lineup—and what they should consider focusing on.
Read more -
Global economy: recession postponed, not canceled
The unexpected strength in the global economy—particularly in the United States—might have brought investors initial relief, but we believe it isn't enough to delay the inevitable. Find out why.
Read more
-
Three themes shaping asset allocation in H2 2023
The global economy and financial markets proved to be more resilient than expected in the first half of the year. Should investors expect a repeat performance in H2 2023? One asset allocator shares his views.
Read more
-
Beyond the Fed’s hawkish “pause”: three macro elements to consider
The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
Read more
-
The pause before the pivot: positioning bond portfolios for an evolving policy landscape
After aggressive tightening from central banks and a broad repricing of risk, yields in the bond market are now higher than they've been in more than 15 years. The question investors now face is how to position portfolios given today's abundant opportunities—but also in light of the growing risks and looming policy shifts on the horizon.
Read more
-
Five factors influencing the effectiveness of a 60/40 portfolio
We take a look at 5 macroeconomic factors that may influence the effectiveness of a 60/40 investing approach.
Read more -
Will U.S. banking woes accelerate the shift to a fragmented global economy?
The creation of a dual-tier banking system in the United States could mark the beginning of the next phase of deglobalization. We examine its likely implications for the global economy.
Read more