Investor essentials
Our latest regular features, outlooks and reports
Talking Heads
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 | Podcast – 11:45 MIN
Talking Heads – Investment opportunities in Asian environmental markets
As elsewhere, in Asia the environmental challenges created by climate change are driving a search for new ways of living…
Portfolio perspectives | Podcast – 14:32 MIN
Talking Heads – Listed equities and the shift to a sustainable economy
How can investors invest in listed equities benefiting from the transition to a more sustainable economy? What are some of…
Weekly Market Update
WEEKLY
MARKET UPDATE 16.11.2023
MARKET UPDATE 16.11.2023
Front of mind | Article - 4 Min
Weekly Market Update – A week reinforcing hopes for a soft landing
US macroeconomic data this week fed hopes of a soft landing for the US economy. Most importantly, US consumer price...
WEEKLY
MARKET UPDATE 09.11.2023
MARKET UPDATE 09.11.2023
Front of mind | Article - 4 Min
Weekly Market Update – Slowdown in sight
The hard times equities and bonds went through in October now seem forgotten. November has had a strong start. What...
WEEKLY
MARKET UPDATE 02.11.2023
MARKET UPDATE 02.11.2023
Front of mind | Article - 6 Min
Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?
Volatility remains high in US Treasury bond markets following the surge in yields since July. Having only recently breached the...
Monthly Asset Allocation
MONTHLY
ASSET ALLOCATION
ASSET ALLOCATION
Portfolio perspectives | Article - 6 Min
Asset Allocation Monthly – Bonds rally; still cautious on equities
Bond markets rallied sharply in November on the back of falling inflation and weak economic data, markedly benefiting our active...
Portfolio perspectives | Video - 9:10 MIN
Asset Allocation Video – “Easily skewed towards weaker economic growth”
Market views on the economic outlook have been volatile this year: they have swung from concerns over recession to hopes...
Portfolio perspectives | White paper - 6 Min
Asset Allocation Monthly – All that glitters is not gold(ilocks)
The market has traded many different macroeconomic narratives in the last 12 months. From a near unanimous belief that a...
Outlooks
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...
Portfolio perspectives | White paper - 10 Min
Fixed Income Outlook – Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun...
Portfolio perspectives | White paper - 2 Min
Fixed income outlook - Room for a pause in the UK
The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower...
ANNUAL
SUSTAINABILITY REPORT
SUSTAINABILITY REPORT
Forward thinking | Article - 4 Min
Setting out our progress towards a sustainable transition
Our 2022 Sustainability Report[1] highlights our key achievements. These include our continued focus on integrating environmental, social and governance (ESG)...