Insights

Fixed income investors will largely have to play defense this year as bond markets try to work their way through to a more normal yield environment.

The free trade agreement between the EU and UK brings relief and challenges. We take a close look at the agreement and potential impact for investors.

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed. Amid all the challenges today, is it defying logic?

As the Fed settles in for the long haul, we look at what’s behind the Fed’s thinking, the fiscal stimulus taking shape, and the impact for investors.

Janet Engels, Head of the Portfolio Advisory Group – U.S., and Kelly Bogdanova, Co-chair of the Global Portfolio Advisory Committee discuss what’s in store for the economy and markets in 2021 and where they see opportunities from here.

Sean Naughton hosts Ben Graham in a Q&A on growth and value in the aftermath of 2020.

COVID-19 vaccines and a weak dollar solidify our positive view of emerging market equities, and undemanding valuations further burnish their appeal.

As we come to the end of a year unlike any other in memory, 2021 should bring a change in the narrative. Challenges certainly remain, but with the start of a new economic and investment era before us, we look at what investors can expect in 2021.

Governments are awash in debt, with no signs borrowing will let up anytime soon. Is this sustainable? What are the risks for economies and taxpayers?

What worked in the past may not work in the future. So it’s sensible to split the roles of safety and income generation in fixed income portfolios.