Front of mind
Issues currently moving the markets

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….

Weekly Market Update – Policy shift: are we there yet?
The pace of inflation in developed markets has slowed, while China’s economic weakness appears to have hit a ‘pain point’…
Portfolio perspectives
Investment strategies and asset allocation

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...

Thematic investing – Innovation, disruption and sustainability
In this Thematic Investing video, our experts discuss the potential of companies enabling or adopting innovative technologies and business models...

Research paper - Investment frameworks for a net zero pathway
Our paper, “Aligning investments with the Paris Agreement – Frameworks for a net zero pathway”, explores various strategies for institutional...
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
In 2024, the fuel that drove economic activity in 2023 will start running low. In the US, excess savings will...

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