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Our latest regular features, outlooks and reports

Talking Heads

Talking Heads – Looking to Turkey for some investing delight
Portfolio perspectives | Podcast – 9:43 MIN

Talking Heads – Looking to Turkey for some investing delight

Robust domestic demand and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024….

HUSEYIN AKAR
+1 other(s)
| 26.02.2024
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds
Portfolio perspectives | Podcast – 13:09 MIN

Talking Heads – Consider the ‘cushion’ of US investment-grade bonds

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit…

YRIEIX DE JAMES
+1 other(s)
| 19.02.2024
Talking Heads – A more nuanced look at Chinese equities
Portfolio perspectives | Podcast – 8:46 MIN

Talking Heads – A more nuanced look at Chinese equities

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to…

DAVID CHOA
+1 other(s)
| 12.02.2024

Weekly Market Update

Weekly Market Update – New Year’s Hangover
WEEKLY
MARKET UPDATE 11.01.2024
Front of mind | Article - 4 Min

Weekly Market Update – New Year’s Hangover

Following the US Federal Reserve’s (Fed) mid-December meeting and publication of a new ‘dot plot’ showing the Federal Open Market...

DANIEL MORRIS
| 11.01.2024
Weekly market update – Here we go again!
WEEKLY
MARKET UPDATE 04.01.2024
Front of mind | Article - 4 Min

Weekly market update – Here we go again!

2023 ended with a strong equity rally (+4.7% in December for the MSCI AC World index in US dollar terms)...

NATHALIE BENATIA
| 04.01.2024
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

Monthly Asset Allocation

Asset Allocation Monthly – An ‘immaculate’ base case
Portfolio perspectives | White paper - 4 Min

Asset Allocation Monthly – An ‘immaculate’ base case

Continued US ‘exceptionalism’, for both growth and inflation, is currently the broadly held base case scenario, also by us. It...

MAYA BHANDARI
+1 other(s)
| 13.02.2024
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

Outlooks

Fixed Income Quarterly – Emerging market bonds: a return of flows
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Emerging market bonds: a return of flows

Emerging market (EM) sovereign and corporate bonds saw a broad-based rally in the final months of 2023 as investors became...

ALAA BUSHEHRI
| 14.02.2024
Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 3 Min

Fixed Income Quarterly – Corporate bonds: a brighter outlook as clouds lift

We expect global corporate bonds to be supported in 2024 by a soft landing in the major developed economies and...

CHRISTOPHE AUVITY
| 07.02.2024
Fixed Income Quarterly – Eurozone: Looking ahead to ECB action
QUARTERLY
FIXED INCOME OUTLOOK Q1
Portfolio perspectives | Article - 4 Min

Fixed Income Quarterly – Eurozone: Looking ahead to ECB action

Consumer and business confidence appear to be taking a turn for the better in the eurozone as inflation falls and...

JENNY YIU
| 30.01.2024

Global Sustainability Strategy – An update on how we deliver meaningful returns
Forward thinking | White paper - 10 Min

Global Sustainability Strategy – An update on how we deliver meaningful returns

The latest version of our Global Sustainability Strategy (GSS) updates our strategic approach to applying sustainability considerations to how we...

SUSTAINABILITY CENTRE
+1 other(s)
| 10.01.2024

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