Partner Insight

Advising on philanthropy can help to build relationships

Younger clients are more likely to want advice on charitable giving

Investors will need to be more selective than ever

In the wake of recent underperformance, healthcare is entering the new year with compressed valuations just as innovation picks up and a post-COVID reset winds down. That should make for a positive outlook, say Portfolio Managers Andy Acker and Dan Lyons.

This should at least be good for fixed income

The euro area and US central banks have applied similar monetary policy tightening over the past 18 months with distinctly different results. We see three key reasons why

It is a mistake to focus on mark-to-market calculations rather than forward profitability

US budget deficit may mean yields stay higher for longer

Investors risk missing out if they don’t take full advantage in fixed income

Modest rate cuts would be justified in this scenario, says US investment giant