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This Quarter (Q2 2020) Hide

May 2020 / PODCAST

Assessing the outlook for Asia

Assessing the outlook for Asia

Assessing the outlook for Asia

Eric Moffett discusses the outlook for Asia with Darius McDermott of FundCalibre

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

28 May 2020 / INVESTMENT INSIGHTS

Navigating the Path Ahead in Asia

Navigating the Path Ahead in Asia

Navigating the Path Ahead in Asia

In this webinar, Eric Moffett shares his outlook for Asia ex-Japan markets.

By Eric C. Moffett

Eric C. Moffett Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Q&A With David Eiswert

Q&A With David Eiswert

Q&A With David Eiswert

Dealing with the coronavirus pandemic and its impact on global equities

By David J. Eiswert

David J. Eiswert Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Disruption Accelerated

Disruption Accelerated

Disruption Accelerated

Amid the coronavirus pandemic, the digitization of the economy gathers steam

By Alan Tu

Alan Tu Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Global Asset Allocation: May Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

The Eurozone Faces a Deep Recession, Not...

The Eurozone Faces a Deep Recession, Not a Debt Crisis

The Eurozone Faces a Deep Recession, Not...

Support from the ECB will offset the damage caused by the coronavirus

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

May 2020 / VIDEO

Three Investment Questions Clients are Asking

Three Investment Questions Clients are Asking

Three Investment Questions Clients are Asking

In this webinar replay, we discuss the 3 most frequently asked questions in clients'...

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

All Crises Come to an End

All Crises Come to an End

All Crises Come to an End

In this third video Yoram offers his top three tips for crisis investing.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Investment Ideas for the Next 12 Months

Positioning your portfolio for the risks and opportunities ahead

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

Volatility and Recession

Volatility and Recession

Volatility and Recession

In this second video Yoram looks for good news amidst the economic gloom.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

No Normal Cycle, No Normal Recession

No Normal Cycle, No Normal Recession

No Normal Cycle, No Normal Recession

The short- and longer-term implications of the coronavirus on global equities

By Laurence Taylor

Laurence Taylor Portfolio Specialist

May 2020 / VIDEO

Three Stages of a Crisis

Three Stages of a Crisis

Three Stages of a Crisis

Yoram Lustig takes us through the three main stages of a crisis

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / INVESTMENT INSIGHTS

Oil Shock Requires Deft Investing Touch

Oil Shock Requires Deft Investing Touch

Oil Shock Requires Deft Investing Touch

Selectivity is critical to positioning for energy’s recovery rally

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

May 2020 / INVESTMENT INSIGHTS

EM Corporate Debt’s Time Has Come

EM Corporate Debt’s Time Has Come

EM Corporate Debt’s Time Has Come

Its role in investor portfolios is set to expand

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

May 2020 / VIDEO

The Market Is Pricing In A Long Recovery

The Market Is Pricing In A Long Recovery

The Market Is Pricing In A Long Recovery

Investors may be wondering, “What is the market pricing in with respect to how we...

By Sebastien Page

Sebastien Page Head of Multi Asset

April 2020 / INVESTMENT INSIGHTS

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Where Does Value Investing Go From Here?

Three key principles for investing in a postcrisis world

By John Linehan

John Linehan Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

The Federal Reserve: Central Banker to the...

The Federal Reserve: Central Banker to the World

The Federal Reserve: Central Banker to the...

Why the Fed’s policy responses have implications for global financial markets

By Arif Husain

Arif Husain Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Global Asset Allocation: April Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

April 2020 / INVESTMENT INSIGHTS

EM Debt Outlook Improves Following Extreme...

EM Debt Outlook Improves Following Extreme Volatility

EM Debt Outlook Improves Following Extreme...

EM debt could form a profitable investment over the medium- to longer-term despite...

By Michael Conelius

Michael Conelius Portfolio Manager

April 2020 / INVESTMENT INSIGHTS

Positioning for Recovery Amid Uncertainty

Positioning for Recovery Amid Uncertainty

Positioning for Recovery Amid Uncertainty

Until things stop getting worse, we expect a bumpy ride

By Tim Murray

Tim Murray Capital Markets Analyst

April 2020 / INVESTMENT INSIGHTS

Aggressive Fed Actions Address Illiquidity

Aggressive Fed Actions Address Illiquidity

Aggressive Fed Actions Address Illiquidity

Liquidity has improved enough to support credit stabilization

By Adam Marden

Adam Marden Multi Asset Investment Analyst

Previous Quarter (Q1 2020) Hide

March 2020 / INVESTMENT INSIGHTS

How a Recession Will Impact Bond Markets

How a Recession Will Impact Bond Markets

How a Recession Will Impact Bond Markets

Treasury yields may hit a bottom and credit spreads could peak very soon

By Ken Orchard

Ken Orchard Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Please Be Seated: We Are Crossing a Zone...

Please Be Seated: We Are Crossing a Zone of Turbulence

Please Be Seated: We Are Crossing a Zone of Turbulence

Most investors’ true investment horizons are far longer than the next few months.

By Thomas Poullaouec

Thomas Poullaouec Head of Multi-Asset Solutions, APAC

March 2020 / VIDEO

Japan Equities webinar replay

Japan Equities webinar replay

Japan Equities webinar replay

Archibald Ciganer discusses his thoughts on the short and medium term outlook for...

By Archibald Ciganer

Archibald Ciganer Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Oil Market Volatility Likely to Continue

Oil Market Volatility Likely to Continue

Oil Market Volatility Likely to Continue

Finding opportunities among high-quality commodity producers

By Shawn T. Driscoll

Shawn T. Driscoll Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

It's Time to Start Thinking About the Postcris...

It's Time to Start Thinking About the Postcrisis World

It's Time to Start Thinking About the Postcrisis World

Fundamental research can help identify risks and opportunities

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

March 2020 / VIDEO

Liquidity in Fixed Income Markets

Liquidity in Fixed Income Markets

Liquidity in Fixed Income Markets

Markets are facing three concurrent and highly related crises at the same time

By Andrew McCormick

Andrew McCormick Head of Fixed Income

March 2020 / INVESTMENT INSIGHTS

The Rise of Green Bonds

The Rise of Green Bonds

The Rise of Green Bonds

Why investors should take a closer look at the green bond market.

By Quentin Fitzsimmons

Quentin Fitzsimmons Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Global Equities: Embracing Uncertainty

Global Equities: Embracing Uncertainty

Global Equities: Embracing Uncertainty

Using our knowledge, experience, and resources to find the best outcome for clients.

By Scott Berg

Scott Berg Portfolio Manager

March 2020 / INVESTMENT INSIGHTS

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Global Asset Allocation: March Insights

Discover the latest global market themes and the outlook for the world's major regions

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

March 2020 / VIDEO

What’s the Best Source of ESG data?

What’s the Best Source of ESG data?

What’s the Best Source of ESG data?

Learn which data sources and models Maria thinks can be an addition to the research...

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2020 / VIDEO

Is ESG a Fad?

Is ESG a Fad?

Is ESG a Fad?

Find out Maria’s thoughts on the importance of ESG integration

By Maria Elena Drew

Maria Elena Drew Director of Research, Responsible Investing

March 2020 / VIDEO

What Coronavirus Means for Markets Now and...

What Coronavirus Means for Markets Now and Longer-Term

What Coronavirus Means for Markets Now and Longer-Term

Find out how our portfolio managers are carefully implementing proactive ideas

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

February 2020 / INVESTMENT INSIGHTS

COVID‑19 and Fixed Income Markets

COVID‑19 and Fixed Income Markets

COVID‑19 and Fixed Income Markets

How the coronavirus outbreak could impact bond investors.

By Ken Orchard

Ken Orchard Portfolio Manager

February 2020 / INVESTMENT INSIGHTS

Is There Going to Be a Eurozone Recession...

Is There Going to Be a Eurozone Recession in 2020?

Is There Going to Be a Eurozone Recession in 2020?

The traditional leading indicators are saying different things

By Tomasz Wieladek

Tomasz Wieladek T. Rowe Price International Economist

January 2020 / INVESTMENT INSIGHTS

Investment Ideas for a New Decade

Investment Ideas for a New Decade

Investment Ideas for a New Decade

The 2020s will present clients with a different set of challenges.

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

January 2020 / Investment Insights

Global Asset Allocation: January Insights

Global Asset Allocation: January Insights

Global Asset Allocation: January Insights

Global Asset Allocation: January Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

2019 Show
Q4 2019 Show

December 2019 / Investment Insights

Global Asset Allocation: December Insights

Global Asset Allocation: December Insights

Global Asset Allocation: December Insights

Global Asset Allocation: December Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

December 2019 / Investment Insights

Georgia Leading the Way on Governance

Georgia Leading the Way on Governance

Georgia Leading the Way on Governance

Georgia Leading the Way on Governance

By Peter Botoucharov

Peter Botoucharov Emerging Market Credit Analyst

December 2019 / Investment Insights

“Intelligent Augmentation”: IA Instead of...

“Intelligent Augmentation”: IA Instead of AI

“Intelligent Augmentation”: IA Instead of AI

“Intelligent Augmentation”: IA Instead of AI

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

December 2019 / Investment Insights

Looking Beyond Negative Yields

Looking Beyond Negative Yields

Looking Beyond Negative Yields

Looking Beyond Negative Yields

By Steven Boothe

Steven Boothe Portfolio Manager

December 2019 / Investment Insights

A New Era of Active Management Looms

A New Era of Active Management Looms

A New Era of Active Management Looms

A New Era of Active Management Looms

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / Investment Insights

Five Trends Shaping Markets In 2020 - And...

Five Trends Shaping Markets In 2020 - And How to Respond

Five Trends Shaping Markets In 2020 - And How to Respond

Five Trends Shaping Markets In 2020 - And How to Respond

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

November 2019 / Investment Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

Global Asset Allocation: November Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2019 / Investment Insights

Growing Potential in Agriculture

Growing Potential in Agriculture

Growing Potential in Agriculture

Growing Potential in Agriculture

By Jon Hussey

Jon Hussey Equity Research Analyst, Paper and Forest Industry

October 2019 / Investment Viewpoint

Growth Stocks Setting The Pace for Global...

Growth Stocks Setting The Pace for Global Equities

Growth Stocks Setting The Pace for Global Equities

Growth Stocks Setting The Pace for Global Equities

By Hari Balkrishna

Hari Balkrishna Associate Portfolio Manager, Global Growth Equity Strategy

October 2019 / Investment Insights

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

Global Asset Allocation: October Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

October 2019 / Investment Insights

Incumbent Firms Change Course to Counter...

Incumbent Firms Change Course to Counter Tech Disruption

Incumbent Firms Change Course to Counter Tech Disruption

Incumbent Firms Change Course to Counter Tech Disruption

By Robert W. Sharps

Robert W. Sharps Head of Investments, Group Chief Investment Officer

October 2019 / Investment Insights

E-commerce Disrupts Retail-Related Bonds

E-commerce Disrupts Retail-Related Bonds

E-commerce Disrupts Retail-Related Bonds

E-commerce Disrupts Retail-Related Bonds

By Carson Dickson

Carson Dickson Credit Analyst, High Yield Debt

Q3 2019 Show

September 2019 / Investment Insights

The Quest for Defense

The Quest for Defense

The Quest for Defense

The Quest for Defense

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

September 2019 / Investment Insights

Global Asset Allocation: September insights

Global Asset Allocation: September insights

Global Asset Allocation: September insights

Global Asset Allocation: September insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2019 / Investment Insights

Finding Value Amid the Health Care Land Mines

Finding Value Amid the Health Care Land Mines

Finding Value Amid the Health Care Land Mines

Finding Value Amid the Health Care Land Mines

By Marianna Korpusova

Marianna Korpusova Investment Professional, Health Care Industry

August 2019 / Multi-Asset Strategy

Can the Next Recession Be Avoided?

Can the Next Recession Be Avoided?

Can the Next Recession Be Avoided?

Can the Next Recession Be Avoided?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2019 / Multi-Asset Strategy

Central Banks to the Rescue Again?

Central Banks to the Rescue Again?

Central Banks to the Rescue Again?

Central Banks to the Rescue Again?

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2019 / Multi-Asset Strategy

A time to be active

A time to be active

A time to be active

A time to be active

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2019 / Multi-Asset Strategy

No Time for Brave Investors

No Time for Brave Investors

No Time for Brave Investors

No Time for Brave Investors

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

August 2019 / Investment Viewpoint

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

Global Asset Allocation: August Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2019 / Multi-Asset Strategy

Five Key Themes - And How To Play Them

Five Key Themes - And How To Play Them

Five Key Themes - And How To Play Them

Five Key Themes - And How To Play Them

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

July 2019 / Investment Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

Global Asset Allocation: July Insights

By Yoram Lustig

Yoram Lustig Head of Multi-Asset Solutions, EMEA

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