Our senior investment leaders discuss their market and investment themes for the coming year.
How political dysfunction undermines debt sustainability and helps embed structurally higher inflation.
In the face of conflicting signals from our short- and medium-term outlooks, our Asset Allocation Committee is adopting more neutral views.
With tightening nearing an end but policy rates likely to remain elevated, we currently favor shorter durations, quality and attention to underwriting.
Now, more than ever, we live in a technologically connected world.With the growth in 5G technology we can expect much more.