Tag: Equities

Multi Asset: Markets Hoping for Growth
Overweight equities, around neutral in property, commodities and bonds Our...
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Index Funds Can Be Used Actively
In a recent installment, we highlighted underperformance of active funds...
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Too Much of a Good Thing? How to Reduce Concentration Risk.
The U.S. made up 65% of the MSCI ACWI and...
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Blending Active and Index Building Blocks for Better Fixed Income Outcomes
Although the active versus passive management debate persists, more sophisticated...
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Take Two: Fed Likely to Cut Rates Gradually; Eurozone Inflation Rises
What do you need to know? Federal Reserve officials were...
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In Credit Weekly Snapshot – November 2024
A tale of two economies Key markets overview The times...
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Investment Research Offsite 2024 Recap
In September, investment colleagues from around the world met in...
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2025 Fixed Income Outlook: A Year of Opportunity Amid Economic Uncertainty?
With inflation cooling and the US Federal Reserve transitioning from...
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