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Our latest regular features, outlooks and publications

Talking heads

Talking heads – Four books to read on climate change
FORWARD THINKING | Audio – 2 Min

Talking heads – Four books to read on climate change

Senior investment specialist for global equities Ramon Esteruelas briefs chief market strategist Daniel Morris on four books he has read…

RAMON ESTERUELAS
+1 other(s)
| 18.07.2022
Talking heads – There is resilience in asset-backed securities
PORTFOLIO PERSPECTIVES | Audio – 2 Min

Talking heads – There is resilience in asset-backed securities

Asset-backed securities backed by loans and other credits, from car loans to lending to corporations, face the same challenges as…

DAVID FAVIER
| 27.06.2022
Talking heads – Solutions to improve food security
PORTFOLIO PERSPECTIVES | Audio – 2 Min

Talking heads – Solutions to improve food security

Food security has shot to the top of the agenda for governments and economists, but also investors. The war in…

AGNE RACKAUSKAITE
+1 other(s)
| 13.06.2022

Weekly market update

Weekly market update – Will recession risk stay the central banks’ hands?
WEEKLY
MARKET UPDATE 11.08.2022
FRONT OF MIND | Blog - 4 Min

Weekly market update – Will recession risk stay the central banks’ hands?

Global central banks have been tightening policy aggressively to slow decades-high inflation, sparking concerns of an impending economic recession. While...

CHI LO
| 11.08.2022
Weekly market update – Diverging outlooks
WEEKLY
MARKET UPDATE 04.08.2022
FRONT OF MIND | Blog - 2 Min

Weekly market update – Diverging outlooks

On one hand, the latest corporate earnings reporting season has been typical. Earnings and sales surprises were modestly positive, in...

DANIEL MORRIS
| 04.08.2022
Weekly market update – Worrywarts may yet smile
WEEKLY
MARKET UPDATE 28.07.2022
FRONT OF MIND | Blog - 3 Min

Weekly market update – Worrywarts may yet smile

Investors have oscillated between worries about recession and inflation over the course of the year. This has made it difficult...

DANIEL MORRIS
| 28.07.2022

Monthly asset allocation

Asset allocation highlights – Expectations out of line
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation highlights – Expectations out of line

Given that the current downturn really is global, we are struck by the gap between optimistic equity analyst views and...

MAYA BHANDARI
+1 other(s)
| 02.08.2022
Asset allocation update – Adjusting our risk-taking views
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Adjusting our risk-taking views

In our multi-asset portfolios, we are using current market opportunities to make tactical adjustments. These changes reflect valuations as well...

MAYA BHANDARI
| 14.07.2022
Asset allocation video – Recession: The numbers say ‘soon’. Or do they?
PORTFOLIO PERSPECTIVES | Video - 2 Min

Asset allocation video – Recession: The numbers say ‘soon’. Or do they?

Expectations are rising that a recession is around the corner, but current economic conditions do not correspond with that outlook:...

DANIEL MORRIS
+1 other(s)
| 11.07.2022

Outlooks

Mid-year outlook takeaways – Chronicle of a recession foretold
MID-YEAR
INVESTMENT OUTLOOK
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Mid-year outlook takeaways – Chronicle of a recession foretold

Investor surveys, and now the US yield curve, indicate a high likelihood of a recession in the US. The question...

DANIEL MORRIS
| 26.07.2022
Fixed income outlook – Hitting the brakes (at least in the US)
QUARTERLY
FIXED INCOME OUTLOOK Q2
PORTFOLIO PERSPECTIVES | Blog - 5 Min

Fixed income outlook – Hitting the brakes (at least in the US)

We expect official US interest rates to be raised to 3.25%-3.50% by year-end 2022 as the Federal Reserve engineers a...

OLIVIER DE LAROUZIERE
+1 other(s)
| 26.04.2022
Fixed income outlook – To neutral and beyond
PORTFOLIO PERSPECTIVES | White paper - 2 Min

Fixed income outlook – To neutral and beyond

With the US labour market at full employment, annual wage gains at 5% to 6%, and inflation at levels that...

DANIEL MORRIS
+1 other(s)
| 26.04.2022

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