Synchronised and stronger? Alas, no longer

Our fixed income team gathered for its triannual Strategic Forum, where members discuss the economic backdrop and assess medium-term outlook across asset classes. See the notes from the Strategic Forum and Co-CIO Brett Lewthwaite comments.

Download the notes from the Strategic Forum

Download comments from Co-CIO Brett Lewthwaite

The views expressed represent the Manager's assessment of the market environment as of June 2018, and should not be considered a recommendation to buy, hold, or sell any security, and should not be relied on as research or investment advice. Views are subject to change without notice and may not reflect the Manager's views.


Investing involves risk, including the possible loss of principal.

Past performance does not guarantee future results.

Diversification may not protect against market risk.

International investments entail risks not ordinarily associated with US investments including fluctuation in currency values, differences in accounting principles, or economic or political instability in other nations.

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