Investor Insights

Five rules for investing in volatile times

What past crises can teach us about investing during market stress

The rise of public and private credit opportunities in the evolving multi-asset investing world

Explore diverse credit opportunities in evolving multi-asset investing.

The losers and (relative) winners of Trump's shapeshifting tariff war

The proposed levies will hit hard if imposed after the 90-day pause

What’s behind the U.S. Treasury market’s roller coaster ride?

Abrupt moves in the wake of the tariff announcement garner significant attention.

Global Asset Allocation: The View From Europe

Discover the latest global market themes

Will we escape the non‑U.S. stocks value trap?

European stimulus could be a game changer for undervalued non-U.S. stocks.

Stay invested: The cost of cashing out during a market sell-off

Market timing can lead to missed rallies and lower returns. Stay invested for long-term growth.

Smart diversification in an age of U.S. exceptionalism

U.S. exceptionalism has contributed to a strong U.S. bias in many investor portfolios, highlighting the need for a smart approach to diversification.

What tariffs could mean for your wealth

The “Liberation Day” announcements have unleashed a maelstrom.

Trump’s tariffs: More detail, less certainty

Economic pain eventually could lead to tariff relief, but a return to normal seems unlikely.

Tariffs: What investors need to know

Explore the potential effects of expanded tariffs on U.S. and global markets.

Market Update: Shock and Awe

Investors are reeling from the worse-than-expected level of tariffs announced on Wednesday, further exacerbating already high levels of uncertainty.

The power of a global multi-sector bond solution in today’s markets

The ability to invest in multiple sectors offers potential income and diversification opportunities.

Will President Trump’s reshoring policies fuel an industrial acceleration?

New policy measures could provide the catalyst to address long-term trends.

US High Yield Bond Strategy

Global Multi-Sector Bond Strategy

A contrarian scenario comes true on remarkable German fiscal push

Germany’s fiscal expansion reshapes global bond markets.

CryptoFOMO: Are digital assets becoming a risk‑off trade?

A neophyte’s guide to cryptocurrencies.

Uncertainty heightens the need for active fixed income management

Explore how active bond management can thrive in the new investing paradigm of higher inflation and volatilty.

In a world of flux, fundamentals (and active stock picking) matter

Durable, compound growth companies look best placed to navigate the near-term landscape.

How will a rising 10‑year Treasury yield impact other assets?

Floating rate loans appear well-positioned to benefit from rate rises