We prefer to take economic risk in equities over credit given tight spreads, low yields and a maturing cycle. We expect increasing profitability to power equity returns, especially in Japan and emerging markets (EM).
The U.S. economy is shifting from reflation to inflation – and we have greater confidence in inflation returning to its medium-term trend and the Federal Reserve’s target. Better wage growth and potential fiscal stimulus should cement this transition.
Potential Growth Opportunities in Healthcare. Learn why biotech and managed care industries are two examples where a focus on long-term trends may be rewarded.
The aerospace and defense industry has captured investors’ attention following President Trump’s election, rising geopolitical tension and potential tax reform. What’s next? Learn about the fundamental drivers of growth in the aerospace and defense industry.
Here’s what investors consider when deciding whether to invest in long-only or long-short factor strategies, including relative and absolute return goals.
Here are four developments within the technology sector that are worth investment consideration.
Potential implications of Prime Minister Abe’s convincing win.
Learn from our experts on what may further support small cap outperformance.