After soaring to its highest point this year one month ago, the State Street Risk Appetite Index has reversed course — slipping to a neutral stance by the end of October.
Discussion on the often-overlooked role of bank loans in client portfolios, highlighting their strategic importance and practical insights for portfolio management.
Portfolio manager Peter Lampert discusses the evolving landscape of international equities, with a special focus on the portfolio’s exposure to AI enablers. Lampert explains the importance of distinguishing between firms merely riding the AI investment wave and those whose competitive positions are fundamentally…
Group CIO Dan Ivascyn shares how active management and global diversification continue driving strong bond returns amid credit risks and stretched equity valuations.
After 15 years of dominance, the U.S. dollar’s exceptional run is showing its age. This week, Julia Hermann and Lauren Goodwin explore what’s behind the dollar’s recent decline, and how investors can navigate a more balanced currency landscape ahead.
Ignoring blind spots in portfolio risk management is like racing without brakes — it can derail performance. Discover how convexity builds resilience and drives long-term returns.
Defense stocks have been standout performers in Europe this year, outpacing all other business sectors, as investors target the economic potential from the historic military buildup across the region.
Explore how the MFS Blended Research strategies can adapt to different market environments and may deliver consistent performance through the economic cycle.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Sachin Jain, CEO of the World Gold Council India, to explore the pivotal role of India in the global gold market.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
In this episode of Unearthed, hosts Joe Cavatoni and John Reade, Senior Market Strategists at the World Gold Council, are joined by Sachin Jain, CEO of the World Gold Council India, to explore the pivotal role of India in the global gold market.
Returning from trips to major summits in Washington and Shanghai, Monica Defend, Head of the Amundi Investment Institute, sits down with host Swaha Pattanaik to discuss the tone on the ground and how this compares to what is being seen in the markets and Amundi's own economic forecasts for the months to come.
If we look at the CAPE ratio of the S&P 500 today, it is just below 40. 40 is the level we had during the dot-com bubble just before the crisis. So for us this should lead to some caution for investors, especially for the most overvalued sectors like technology.
Watch this conversation between Drew Cupps, Head of Polen's Small Company Growth Team, and Investment Specialist Andrew DeVizio, covering investment philosophy, process, and current themes.
Growth is decelerating, not towards recession, but clearly decelerating. In the Biden administration years we had a large amount of immigration which fuelled a lot of U.S. growth and that is clearly not the case anymore.
MFS unpacks the AI-driven power bottleneck, mapping near/medium/long-term plays and the signals to watch so you can cut through the hype and stay ahead. Learn what this means for the future of power and your investment portfolio.
In the latest episode of The Investor’s Guide to Asia, Fidelity International portfolio managers Jochen Breuer and Lynda Zhou discuss how corporate governance reforms are transforming the dividend investing landscape in Asia.
