The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
Meanwhile, growth stocks are much more expensive versus the broad market than they were in 2016. At the same time, defensive stocks—represented by the MSCI USA Minimum Volatility Index—are trading at relatively
FinTechAppointments Investment insights FinTech Markets Recon has added former BlackRock marketing director Stephen White as a co-founder. White will promote its investment research and insights platform for institutional and professional investors. There
Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI World benchmark shrank to
It’s often the case the press is focused more on the candidates than the policies. We must remain disciplined and remember it is fiscal spending plans and regulations that can materially impact
Infrastructure spending looks set to increase strongly over the coming years to support demographic trends, the transition to a net zero carbon economy and continued technological progress. It is one of six
#2 Geopolitics After consumer health, GWIC members identified geopolitical headwinds as a top concern. History suggests that conflict is inflationary and induces volatility, necessitating portfolio construction solutions that offer investors multiple ways
Integrating the physical toll of climate change helps investors spot key risks—and opportunities. Climate-focused investing traditionally emphasizes how well industries are transitioning to low-carbon economies, such as responding to climate-friendly regulations, greener
Thematic portfolios that tap into big global trends offer exciting opportunities for equity investors. But the devil is in the detail. The 21st-century financial marketplace offers a bewildering array of equity portfolios
Please consider a fund’s investment objectives, risks, charges and expenses carefully before investing. The Schroder mutual funds (the “Funds”) are distributed by The Hartford Funds, a member of FINRA. To obtain product risk and
For private value-add and opportunistic real estate funds in the years following the Global Financial Crisis, there is a strong inverse correlation between capital scarcity, reflected in the smaller average fund sizes