Critical intelligence on asset allocation and implementation across asset classes
What decades of market data can tell us about investing through election cycles
Equity market leadership is shifting. In the latest episode of Talking Markets, host John Przygocki sits down with Chris Galipeau, Head Market Strategist at the Franklin Templeton Institute, to unp...
B.J. Brannan and Catherine LeGraw of GMO’s Asset Allocation team discuss how liquid alternative strategies can provide diversification, alpha potential, and daily liquidity within a multi-asset por...
In this week's Bond Bulletin we explore why stronger emerging market (EM) sovereign fundamentals, generous real yields and a more stable investor base make the case for the asset class harder to ig...
From rate-cut optimism to uncertainty, capital markets adjust to a more volatile reality.
Japan’s inflation remains sticky, with labour shortages and higher commodity prices likely to keep cost pressures elevated. Meanwhile, surging JGB yields are increasing local portfolio risks. Gold...
Markets’ uncertainty of tech’s winners and losers could make short-term pullbacks potential opportunities to access under-owned segments of the AI ecosystem.
The May 2025 survey results are from investment professionals across all asset classes, and we provide our predictions on inflation, recession, asset class performance and more.
Stuart Welch, Portfolio Manager at Alphinity, discusses the key themes from the August reporting season, including earnings downgrades, shifting market expectations and the contrasting fortunes of...
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