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Our latest regular features, outlooks and reports

Talking Heads

Talking Heads – New realities for investors in 2024
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…

ANDREW CRAIG
+1 other(s)
| 04.12.2023
Talking Heads – Investment opportunities in Asian environmental markets
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…

OSCAR YANG
+1 other(s)
| 27.11.2023
Talking Heads – Listed equities and the shift to a sustainable economy
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…

HUBERT AARTS
+1 other(s)
| 20.11.2023

Weekly Market Update

Weekly Market Update – A week reinforcing hopes for a soft landing
WEEKLY
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...

ANDREW CRAIG
| 16.11.2023
Weekly Market Update – Slowdown in sight
WEEKLY
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...

NATHALIE BENATIA
| 09.11.2023
Weekly Market Update – Bond yields dip, a change in the yo-yo pattern?
WEEKLY
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...

ANDREW CRAIG
| 02.11.2023

Monthly Asset Allocation

Asset Allocation Monthly – Bonds rally; still cautious on equities
MONTHLY
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...

MAYA BHANDARI
+1 other(s)
| 05.12.2023
Asset Allocation Video – “Easily skewed towards weaker economic growth”
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...

MAYA BHANDARI
+1 other(s)
| 17.10.2023
Asset Allocation Monthly – All that glitters is not gold(ilocks)
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...

MARK RICHARDS
+1 other(s)
| 12.10.2023

Outlooks

Investment Outlook 2024 – Stepping into a new reality
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...

Fixed Income Outlook – Shifting narratives
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...

OLIVIER DE LAROUZIERE
+1 other(s)
| 21.07.2023
Fixed income outlook - Room for a pause in the UK
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...

OLIVIER DE LAROUZIERE
| 22.05.2023

Setting out our progress towards a sustainable transition
ANNUAL
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)...

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