Investor essentials
Our latest regular features, outlooks and reports
Talking Heads
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…
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…
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
Following the US Federal Reserve’s (Fed) mid-December meeting and publication of a new ‘dot plot’ showing the Federal Open Market...
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)...
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...
Monthly Asset Allocation
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...
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...
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...
Outlooks
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...
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...
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...
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...