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Our latest regular features, outlooks and reports

Talking Heads

Talking Heads – US stocks: small is also beautiful
Portfolio perspectives | Podcast – 13:25 MIN

Talking Heads – US stocks: small is also beautiful

Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US and Global Thematic…

GEOFF DAILEY
+1 other(s)
| 27.03.2024
Talking Heads – Investing in water: from chips to lithium to PFAS
Portfolio perspectives | Podcast – 14:19 MIN

Talking Heads – Investing in water: from chips to lithium to PFAS

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager…

JUSTIN WINTER
+1 other(s)
| 19.03.2024
Talking Heads – Offering tailored support and advice on sustainable investment solutions
Portfolio perspectives | Podcast – 15:36 MIN

Talking Heads – Offering tailored support and advice on sustainable investment solutions

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial…

Weekly Market Update

Weekly Market Update – New Year’s Hangover
WEEKLY
MARKET UPDATE 11.01.2024
Front of mind | Article - 4 Min

Weekly Market Update – New Year’s Hangover

Following the US Federal Reserve’s (Fed) mid-December meeting and publication of a new ‘dot plot’ showing the Federal Open Market...

DANIEL MORRIS
| 11.01.2024
Weekly market update – Here we go again!
WEEKLY
MARKET UPDATE 04.01.2024
Front of mind | Article - 4 Min

Weekly market update – Here we go again!

2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)...

NATHALIE BENATIA
| 04.01.2024
Weekly Market Update – A week reinforcing hopes for a soft landing
WEEKLY
MARKET UPDATE 16.11.2023
Front of mind | Article - 4 Min

Weekly Market Update – A week reinforcing hopes for a soft landing

US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...

ANDREW CRAIG
| 16.11.2023

Monthly Asset Allocation

Long-Term Asset Allocation – The slow return to normal
Portfolio perspectives | White paper - 18 Min

Long-Term Asset Allocation – The slow return to normal

We expect the economy to ‘normalise’ over the coming years and revert to a situation of under-consumption and under-investment, pushing...

KOYE SOMEFUN
| 12.03.2024
Asset Allocation Monthly – Challenging narratives
Portfolio perspectives | White paper - 6 Min

Asset Allocation Monthly – Challenging narratives

Recent growth and inflation data have challenged the ‘immaculate Goldilocks’ narrative the market has been following since the closing months...

MAYA BHANDARI
+1 other(s)
| 08.03.2024
Asset Allocation Monthly – An ‘immaculate’ base case
Portfolio perspectives | White paper - 4 Min

Asset Allocation Monthly – An ‘immaculate’ base case

Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It...

MAYA BHANDARI
+1 other(s)
| 13.02.2024

Outlooks

Fixed Income Quarterly – Emerging market bonds: a return of flows
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Emerging market bonds: a return of flows

Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became...

ALAA BUSHEHRI
| 14.02.2024
Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 3 Min

Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift

We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and...

CHRISTOPHE AUVITY
| 07.02.2024
Fixed Income Quarterly – Eurozone: Looking ahead to ECB action
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Eurozone: Looking ahead to ECB action

Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and...

JENNY YIU
| 30.01.2024

Global Sustainability Strategy – An update on how we deliver meaningful returns
Forward thinking | White paper - 10 Min

Global Sustainability Strategy – An update on how we deliver meaningful returns

The latest version of our Global Sustainability Strategy (GSS) updates our strategic approach to applying sustainability considerations to how we...

SUSTAINABILITY CENTRE
+1 other(s)
| 10.01.2024

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