For the past 40 years, the global economy has seemed to benefit from the tailwinds of moderate inflation, low-interest rates, globalization and intensive growth. But due to the many disruptive forces that have impacted our society, many of these winds have changed. How could asset allocators change their approach with the goal of achieving compelling outcomes amid today’s investment landscape? And what potential opportunities might be worth exploring as these new market conditions continue to persist? On this episode of Disruptive Forces, host Anu Rajakumar is joined by her Multi-Asset colleagues, Erik Knutzen and Niall O’Sullivan, Chief Investment Officers of Global Multi-Asset Strategies and EMEA Multi-Asset Strategies respectively, to share their insights on how today’s challenges are placing investors at a crossroads, and in what ways our current playbook might need to be changed…
The Inside Track - Public and Private Markets Outlook; Episode 3: The Credit Continuum
(08:27) In this short video, experts from our public and private markets teams share their outlook on credit markets.
The Return of Industrial Policy
As governments play a bigger role in the economy, we think businesses and investors will need to think more about inflation, location and taxation.
Solving for 2024: 10 Key Themes to Navigate the Markets
Each year, our investment leaders identify 10 key themes that they believe will be prominent in the markets over the next 12 months.