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Issues currently moving the markets

Weekly Market Update – How do you walk the central banks' talk?
Front of mind | Article – 4 Min

Weekly Market Update – How do you walk the central banks’ talk?

Government bonds could have paused for breath after their sharp November rally on market expectations of rate cuts early in…

NATHALIE BENATIA
| 07.12.2023
Weekly Market Update – Immaculate disinflation?
Front of mind | Article – 4 Min

Weekly Market Update – Immaculate disinflation?

Data published this week in the US and eurozone suggests inflation may now be on a steady, downward glide path….

ANDREW CRAIG
| 30.11.2023

Portfolio perspectives

Investment strategies and asset allocation

Thematic investing – Alchemy or the one-solution mix
Portfolio perspectives | Video - 8:29 MIN

Thematic investing – Alchemy or the one-solution mix

In this Thematic Investing video, our experts discuss the ins and outs of impact investing, how it relates to sustainable...

JANE AMBACHTSHEER
+1 other(s)
| 06.12.2023
Asset Allocation Monthly – Bonds rally; still cautious on equities
MONTHLY
ASSET ALLOCATION
Portfolio perspectives | Article - 6 Min

Asset Allocation Monthly – Bonds rally; still cautious on equities

Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...

MAYA BHANDARI
+1 other(s)
| 05.12.2023
Talking Heads – New realities for investors in 2024
Portfolio perspectives | Podcast - 11:40 MIN

Talking Heads – New realities for investors in 2024

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief...

ANDREW CRAIG
+1 other(s)
| 04.12.2023

The big topic

SUSTAINABILITY MATTERS

All our views, in one place

Forward thinking

Trends shaping the future

Investment Outlook 2024 – Stepping into a new reality
Forward thinking | White paper - 24 Min

Investment Outlook 2024 – Stepping into a new reality

In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

What is net zero?
Forward thinking | Video - 2:56 MIN

What is net zero?

To tackle climate change phenomena such as global warming and extreme weather events, greenhouse gas emissions need to fall sharply....

ESG-inspired divestments are only part of the answer
Forward thinking | Article - 4 Min

ESG-inspired divestments are only part of the answer

Divestments can be an important tool in the transition to a more sustainable world since they send a clear signal...

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