Portfolio Perspectives
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As investors reevaluate their allocations to US assets, we think they should consider euro-denominated bonds.
Trend-following may struggle in range-bound markets, but it’s not the only macro approach.
Efforts to reduce the central bank’s autonomy would likely disrupt markets.
Our research suggests that firms with sound executive pay practices yield healthier returns.
Policy shifts may create an incentive to diversify.
A new wave of opportunity seems set to flow into private credit markets, which could enhance risk-adjusted returns and diversify portfolios. What’s driving this potential, and how should investors think about integrating private credit into their existing portfolios? We think it’s sensible to follow a set of concrete steps along the path from consideration to implementation.
Income-seeking equity investors don’t need to sacrifice growth to capture the power of dividends.
Despite the stop-and-go of policies and sentiment, the macro picture and markets have been resilient.
From AI to the energy transition, equity investors can find exciting opportunities that transcend headline noise.
This year’s extreme volatility has reminded investors that trying to time the market is very risky.
Compelling bond yields and diverging equity returns offer building blocks for effective strategies.
The dollar is now less of a safe haven and investors should respond accordingly. Having said that, the lack of any viable alternative means that a shift away from the dollar is likely to be slow rather than sudden. Indeed, despite all the angst and column inches, there is zero evidence of significant outflows from US assets so far.
As the second half gets underway, we think a modest overweight to risk assets is called for.