Front of mind
Issues currently moving the markets
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…
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….
Portfolio perspectives
Investment strategies and asset allocation
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...
MONTHLY
ASSET ALLOCATION
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...
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...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future
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...
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....
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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Investor essentials
Our latest regular features, outlooks and reports