Front of mind
Issues currently moving the markets
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….
Front of mind | Article – 4 Min
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
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...
Portfolio perspectives | Video - 9:40 MIN
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...
Portfolio perspectives | White paper - 8 Min
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
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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Our latest regular features, outlooks and reports