Active strategies (35)

Artificial intelligence: building bits into brains
ESG and long-term themes

Artificial intelligence: building bits into brains

Recent AI advances are remarkable, but can progress be sustained?

By Matthew Rodger

19 Mar 2024

4 min read

Exploring the role of duration management in credit portfolios
Corinne Lewis-Reynier
Investment strategy

Exploring the role of duration management in credit portfolios

The volatility induced by the COVID-19 pandemic has thrown up potential opportunities for active...
By Corinne Lewis-Reynier
23 Feb 2024
4 min read
Mind the grey swans
Chris Franklin
Markets and economics

Mind the grey swans

Rather than worrying about unpredictable possibilities, we focus our energy on events whose...
By Chris Franklin
20 Feb 2024
5 min read
Look for the signs
Fixed income

Look for the signs

A significant increase in debt issuance, and therefore the growth of a particular sector, can oft...
By Marc RoversConnor Olvany
20 Feb 2024
3 min read
Diversification: The name of the game
Investment strategy

Diversification: The name of the game

Has the positive correlation between bonds and equities over the last two years further...

By Matthew Rees

13 Feb 2024

2 min read

Inflation – out of the woods yet?
Colin Reedie
Markets and economics

Inflation – out of the woods yet?

Having fleetingly believed that inflation was yesterday's problem, should fixed-income investors ...
By Colin Reedie
08 Feb 2024
3 min read
Will the magnificent seven ride again?
Investment strategy

Will the magnificent seven ride again?

A huge proportion of US equity performance last year was driven by only seven stocks. Can this...
By Ewan BowerbankRobert White
22 Jan 2024
4 min read
Emerging market debt: Time to shine?
Fixed income

Emerging market debt: Time to shine?

Given a resilient macroeconomic picture and supportive technicals, we believe the outlook for...
By Uday PatnaikRaza Agha
10 Jan 2024
3 min read