What are the key investment trends as 2022 continues to unfold amid geopolitical tensions, rising inflation and slowing global growth?
Deputy CIO of Solutions and Multi-Asset Group
There are clear signs that U.S. inflation concerns may be peaking.
Chief Investment Officer, Fixed Income
Here’s why U.S. inflation may not fall below 2%-2.5% for years.
Portfolio Manager and Chief Fixed Income Strategist
|Global Infrastructure Securities Strategy||Invests in the equity securities of publicly traded infrastructure companies worldwide.|
|European Real Estate Securities Strategy||Invests in publicly traded European real estate securities with the goal of attractive long-term, risk-adjusted returns.|
|U.S. Real Estate Securities Strategy||Invests in the equity securities of publicly traded U.S. real estate securities with the goal of long-term, risk-adjusted returns.|
|Global Real Estate Securities Strategy||Invests in the equity securities of publicly traded real estate securities primarily in developed countries worldwide.|
|Asian Real Estate Securities Strategy||Invests in publicly traded Asian real estate securities with the goal of attractive long-term, risk-adjusted returns.|
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|Floating Rate Note Strategy||Invests broadly across the floating‑rate loan market, providing diversified exposure to the asset class. Provides exposure to the loan market’s many sectors, credit tiers and issuers. A focus on research and diversification help seek lower volatility than the overall market, while containing risk in difficult environments.|
|PPA Commodity Strategy||A well-diversified portfolio goes beyond equities and fixed income. An allocation to commodities helps to diversify your institution’s portfolio while also providing some inflation protection.|