The Inflation Inflection: Adjusting to the New Paradigm
We believe 2021 marked an inflection point to a new era of structurally higher inflation—here we offer some ideas about how to position portfolios for the risks, the opportunities and the heightened uncertainty that implies.
Latest Insights
Tighter Conditions Begin to Squeeze the Economy
As the economy slows, an epic climb in short-dated rates and bond yields appears to have shocked investors into accepting the prospect of stickier inflation, but they still seem reluctant to price for substantially lower earnings.
Investment Ideas
Global and European Sustainable Equity Strategies
The pace of change within technology, society and the world in general is driving some powerful investment themes. Our recently launched Global and European Sustainable Equity Funds seek to identify quality businesses where sustainability reinforces competitive advantage.
Thematic Equities
Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, creating a rapidly unfolding race with winners and losers.