Where we see value in U.S. fixed income and how we believe investors should position portfolios to take advantage of the opportunities available.

In this episode, Luyi Guo, a Research Analyst on the Healthcare Sector Team, explains how new weight-loss drugs could become one of the largest and most consequential drug categories in history.

Co-Heads of Global Bonds, Jenna Barnard and John Pattullo discuss policy lags and why they believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.

In this episode, Portfolio Manager Denny Fish and Research Analyst Shaon Baqui explain why artificial intelligence (AI) is driving big returns for some tech stocks, and what investors should consider as the technology continues to evolve.

Portfolio Managers Jonathan Coleman and Justin Tugman discuss the market and economic factors they believe could portend an extended run of small-cap leadership.

In this episode of Research in Action, Ash Alankar, Head of Global Asset Allocation, says the options market shows few signs of stress, with potentially important implications for investment portfolios.

As structural shifts in the economy work to keep upward pressure on inflation, investors may want to consider a more global approach to equity investing, say George Maris, Head of Equities – Americas, and Julian McManus, Portfolio Manager.

The electrification of the global economy hinges on the ability to make batteries more powerful and lower cost. Which companies succeed in reaching those goals could have significant implications for the industry and the broader economy, says Associate Analyst Jacob Thayer.

Public real estate investment trusts (REITs) have limited exposure to the types of commercial real estate most affected by the recent banking crisis. In fact, with low levels of debt and multiple ways to access capital, some public REITs could capitalize on today’s tighter lending environment, says Portfolio Manager Greg Kuhl.

Adam Hetts, Lara Reinhard, and Mario Aguilar from the Portfolio Construction and Strategy (PCS) group cover key themes from the team’s latest Trends and Opportunities outlook and discuss the biggest trends they are seeing in client portfolio consultations.