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Our latest regular features, outlooks and reports

Talking heads

Talking heads – Tapping into the wide fixed income opportunity set
PORTFOLIO PERSPECTIVES | Podcast – 14:04 MIN

Talking heads – Tapping into the wide fixed income opportunity set

Policy rate increases are reverberating across financial markets. This has caused volatility to spike higher, particularly in bond markets. The…

CEDRIC BERNARD-VILLENEUVE
+1 other(s)
| 20.03.2023
Talking heads – Sheltering from volatility with real estate debt
PORTFOLIO PERSPECTIVES | Podcast – 11:41 MIN

Talking heads – Sheltering from volatility with real estate debt

Investors combing financial markets in search of safe passage amid rising interest rates and uncertainty over the direction of economies…

CHRISTOPHE MONTCERISIER
+1 other(s)
| 13.03.2023
Talking heads – US high-yield bonds, where do we go from here?
PORTFOLIO PERSPECTIVES | Podcast – 14:24 MIN

Talking heads – US high-yield bonds, where do we go from here?

High-yield bonds – defined as corporate bonds rated below BBB− or Baa3 by established credit rating agencies – have had…

WILLIAM SPRINGMAN
+1 other(s)
| 06.03.2023

Weekly market update

Weekly market update – The dust settles slowly
WEEKLY
MARKET UPDATE 23.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – The dust settles slowly

Events have gone into overdrive since the failure of Silicon Valley Bank and Signature Bank. The weekend of 18/19 March...

NATHALIE BENATIA
| 23.03.2023
Weekly market update – More policy and inflation complexity ahead
WEEKLY
MARKET UPDATE 09.03.2023
FRONT OF MIND | Article - 4 Min

Weekly market update – More policy and inflation complexity ahead

Uncertainty over how long it will take to tame inflation has kept the US Federal Reserve (Fed) and European Central...

CHI LO
| 09.03.2023
Weekly market update – The inflation beast remains unbeaten
WEEKLY
MARKET UPDATE 02.03.2023
FRONT OF MIND | Article - 3 Min

Weekly market update – The inflation beast remains unbeaten

Back in mid-January, all the talk was of when the US Federal Reserve would begin cutting interest rates – when...

DANIEL MORRIS
| 02.03.2023

Monthly asset allocation

Long-term asset allocation – A different outlook
PORTFOLIO PERSPECTIVES | White paper - 4 Min

Long-term asset allocation – A different outlook

What a difference a year makes. At the start of 2022, the US S&P 500 index was trading at 22x...

KOYE SOMEFUN
| 22.02.2023
Multi asset update – US equities back to neutral after early sprint
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 2 Min

Multi asset update – US equities back to neutral after early sprint

Following a strong new-year rally in US equities, we have taken profits on the long position we held in the...

MAYA BHANDARI
| 21.02.2023
Asset allocation monthly - Not so fast
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Article - 6 Min

Asset allocation monthly - Not so fast

The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into...

MAYA BHANDARI
+1 other(s)
| 07.02.2023

Outlooks

Fixed income outlook - Sticky inflation
QUARTERLY
FIXED INCOME OUTLOOK Q1
PORTFOLIO PERSPECTIVES | Article - 10 Min

Fixed income outlook - Sticky inflation

The latest data suggests that the US economy is headed towards a period of below-trend growth, if not outright recession....

OLIVIER DE LAROUZIERE
+1 other(s)
| 25.01.2023
Infographic – Investing as the economy enters a new configuration
PORTFOLIO PERSPECTIVES | Infographic - 1 Min

Infographic – Investing as the economy enters a new configuration

What should investors expect at a time when central banks are fiercely fighting inflation, economies are slowing and geopolitics and...

Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Podcast - 6:49 MIN

Talking heads – Asset allocation and the outlook for 2023

Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy....

MAYA BHANDARI
+1 other(s)
| 22.11.2022

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