Latest Insights
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Macro risks weigh on equities: 2024 equity outlook
- Videos
Melda Mergen, CFA, CAIA, Global Head of Equities
With macro risks elevated, investors should focus on company research as they consider their equity allocation.
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Moving from cash to short-term bonds
- Videos
Gene Tannuzzo, CFA, Global Head of Fixed Income
For investors seeking income, short-term bonds offer a compelling opportunity compared with cash.
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Locking in longer term yield: 2024 fixed-income outlook
- Videos
Gene Tannuzzo, CFA, Global Head of Fixed Income
Where are the opportunities for fixed-income investors? Our 2024 outlook video discusses two scenarios.
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Balancing uncertainty and optimism: 2024 Chief Investment Officer Outlook
- Our Blog
Here’s what uncertainty around interest rates being higher for longer could mean for investments and the markets in 2024.
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With risks elevated, focus on stock selection: 2024 equity outlook
- Our Blog
Melda Mergen, CFA, CAIA, Global Head of Equities
There are plenty of macro drivers that will create equity volatility in 2024. To succeed, investors will need to focus on company fundamentals.
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