Panorama

Our senior investment experts present their insights in our mid-year and year-end outlooks

  • Clarity in a clouded market

    How should investors prepare for uncertain markets ahead? Our investment experts answer key questions, from the debate on value vs. growth to structural factors affecting fixed income and the importance of an asset allocation strategy. More

    • 27 Nov 2019
  • Alternatives for long-term alpha

    Recession fears are receding for now, while investors continue to diversify into private equity and real estate investments. In this video, Barry Gill explains why they may need to rethink return expectations. More

    • 27 Nov 2019
  • Late cycle rebound

    Global growth stands at an important inflection point. Are recession concerns overdone? Could central bank easing, lower geopolitical risks and China's fiscal action prompt a rebound in demand? More

    • 27 Nov 2019
  • Sustainability: Our 2020 vision

    The momentum behind ESG goals continues. We explore the vital roles of stewardship and a robust proxy voting program to address ongoing concerns around climate change. More

    • 27 Nov 2019

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