QUARTERLY
INVESTMENT OUTLOOK
Intelligence for Your Portfolios
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Top picks
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Macroeconomic
Renewed hostilities in the Strait of Hormuz are once again threatening the energy flows the global economy depends on — and oil prices are already responding.
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Technology
Asia’s AI and technology sectors may create income opportunities, while a focus on dividends and cash flow can help balance growth potential with concentration and valuation considerations.
Chart of the Week |
Macroeconomic
Small caps have outperformed this year despite the threat of higher interest rates, suggesting the rally is being driven by more than just diversification away from large cap tech stocks. Improving earnings expectations and a resilient U.S. economy support our view that small caps have further upside from here.
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Fixed Income
The Bloomberg Global Aggregate Bond Index is one of the world’s most widely used benchmarks for global fixed income. With more than 30,000 securities from more than 3,100 issuers, it reflects the breadth and diversity of global bond markets across government, corporate, government-related and securitised debt.