Artificial Intelligence (AI) is reshaping markets. While optimism around AI’s potential continues to grow, many investors remain cautious about the disruptions it may bring to the investment universe.
Flexible, low-risk bond strategies that are unconstrained by benchmarks have multiple applications in today’s markets
Fixed income investors are dealing with a choppy, data driven market with rate volatility, inflation uncertainty and mixed growth signals. These dynamics make traditional bonds more sensitive to duration and credit spreads, while tighter lending and sector specific risks continue to add pressure.
Volatility has picked up as the conflict in the Middle East enters its second month. Higher oil prices are increasing inflation uncertainty and raising questions about global growth.
Murdo MacLean shares Walter Scott’s perspective on three headwinds facing equity markets.
Walter Scott identifies quality companies using three key factors. Client investment manager Murdo MacLean explains why each matters.
Tech’s shine is fading, making way for differentiated portfolios to flourish, says BNY Investments Newton global equity income portfolio manager, Jon Bell.
Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.
Watch a quarterly Fund update with April LaRusse: Head of Fixed Income Specialists at Insight Investment.