STRATEGY UPDATES

Aron Pataki explains why he remains cautious about the outlook and why volatility could provide exciting opportunities.

Trevor Holder explains the impacts of disinflation and liquidity conditions on fixed-income markets.

Paul Markham discusses the key factors driving equity markets and his outlook for the rest of the year.

Paul Flood considers the potential slowdown caused by rising interest rates and what this means for multi-asset portfolios.

Phil Shucksmith outlines the team’s high-level macro view and considers whether sustainability is still in vogue.

Alex Khosla considers the key thematic drivers of the strategy and assesses the influence of artificial intelligence.