Front of mind
Issues currently moving the markets

MARKET UPDATE 02.02.2023
Weekly market update – False alarm?
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some…

China’s structural growth – From opportunities to challenges with risks
After more than 40 years of economic reforms, China is arguably moving from an era of growth opportunities to one…
The big question
Is a traditional 60/40 portfolio still fit for purpose ?
Tell us your view, then discover ours
Portfolio perspectives
Investment strategies and asset allocation

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for...

What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris....

The low volatility anomaly – Still going strong after 50 years
Half a century ago, it became clear that investing in higher risk equities is not necessarily rewarded with higher returns....
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future

An outlook for the sustainable bond market
After a muted year for sustainable bonds in 2022, there are indications that the outlook for 2023 is more upbeat....

Sustainability – What to look for in 2023?
Environmental, social and geopolitical crises made 2022 an eventful year, with much of the focus on energy (security) and extreme...

Investing responsibly in the fast-growing farmed fish sector
As we are urged to eat less animal protein and more plant-based foods, for the good of our health and...