Despite an anticipated recession, forward earnings estimates remain remarkably healthy. But, asks Bruno Paulson, is earnings pain on the way?
Boston - Emerging markets (EM) debt rebounded sharply in the fourth quarter of 2022, capping a challenging year on a positive note.
Jim Caron, Co-Lead Global Portfolio Manager and Co-Chief Investment Officer, Global Balanced Risk Control Team, shares his macro thematic views on key market drivers.
2022 ended with a bang; unfortunately not a good one! December proved to be a fitting end to a terrible year for bonds and financial assets in general, with yields up significantly once again.
Andrew Harmstone, Manfred Hui: We expect a transitional year for energy, with higher oil and gas prices leading to some market rebalancing after disruptions last year. These energy dynamics are key to the inflation story, which in turn is likely to determine asset performance in 2023.
In his January TAKE, Senior Portfolio Manager Andrew Slimmon provides 5 investment ideas for 2023.
In this paper, we examine some of the opportunities offered through private hybrid/opportunistic funds to lessen the impact of current market challenges.
The latest edition of Engage, the International Equity Team’s semi-annual update on their ESG engagement activity.
