Front of mind
Issues currently moving the markets

MARKET UPDATE 23.03.2023
Weekly market update – The dust settles slowly
Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March…

Graph of the week – An uneasy calm after the storm
Market measures of stress in the US and European banking sectors currently do not show signs of extreme investor concern….
The big question
With interest rates normalising, are private assets still attractive?
Tell us your view
Portfolio perspectives
Investment strategies and asset allocation

Exploiting the low volatility anomaly in practice
The low volatility anomaly, first reported on 50 years ago, can be implemented across asset classes, sectors and regions. As...

Talking heads – Tapping into the wide fixed income opportunity set
Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. The...

Shifting expectations among investors on ETFs
Investors we have surveyed expect the European market for ESG[1]exchange-traded funds (ETFs) to continue to expand over the coming year....
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future

Universal access to clean water and sanitation has wide-ranging benefits
As a resource that is critical to life on Earth, it behoves us as stewards of the planet to look...

Sustainable preferences differ across Europe
What motivates retail investors when it comes to sustainability-related investing? And do the factors that influence their decision-making vary from...

From seed to supper – Solutions to mitigate food waste
Making the food sector more efficient At every stage of its journey from farm or fishery to family dinner, a...