Critical intelligence on asset allocation and implementation across asset classes
In a higher-for-longer environment, stable coupon income has re-emerged as the primary anchor of fixed income returns. Investment success will depend less on central bank forecasting and more on bu...
AI demand, energy risks, and inflation pressures test market resilience and the Federal Reserve’s outlook on monetary policy.
We share our outlook for India equities in 2H 2026, as resilient growth, policy support and earnings recovery could create long-term opportunities.
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
Explore timely commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.
The Strategic Investment Advisory Group approaches today’s investment challenges with a global view across asset classes.
Private debt keeps gaining ground in insurance portfolios for many reasons. Private debt is increasingly valued for how it can help insurers operationally and strategically: support liability match...
Decoupling between Canadian and US markets is changing credit dynamics. See how this affects hedging and trading strategies.
North American institutional asset owners have been using exchange-traded funds (ETFs) for more than a decade, but the way they use them has evolved. What began as a set of short-term tactical appl...
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