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Front of mind

Issues currently moving the markets

Weekly market update – False alarm?
WEEKLY
MARKET UPDATE 02.02.2023
FRONT OF MIND | Blog – 3 Min

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…

DANIEL MORRIS
| 02.02.2023
China’s structural growth - From opportunities to challenges with risks
FRONT OF MIND | Blog – 5 Min

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…

CHI LO
| 27.01.2023

The big question

Is a traditional 60/40 portfolio still fit for purpose ?

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Portfolio perspectives

Investment strategies and asset allocation

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
PORTFOLIO PERSPECTIVES | Audio - 10:39 MIN

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...

ZHIKAI CHEN
+1 other(s)
| 06.02.2023
What to look for when allocating assets in 2023
PORTFOLIO PERSPECTIVES | Audio - 8:43 MIN

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....

MAYA BHANDARI
+1 other(s)
| 03.02.2023
The low volatility anomaly – Still going strong after 50 years
PORTFOLIO PERSPECTIVES | Blog - 3 Min

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
FORWARD THINKING | Blog - 4 Min

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....

MALIKA TAKHTAYEVA
+1 other(s)
| 02.02.2023
Sustainability – What to look for in 2023?
FORWARD THINKING | Blog - 3 Min

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...

ALEXANDER BERNHARDT
| 24.01.2023
Investing responsibly in the fast-growing farmed fish sector
FORWARD THINKING | Blog - 4 Min

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...

RACHEL CROSSLEY
| 19.01.2023

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