Investor essentials
Our latest regular features, outlooks and reports
Talking heads

Talking heads – Emerging market equities: it’s all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…

What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris….

Talking heads – Quantitative investing: using facts for security selection
Picking investable assets for a portfolio can be hard. Fundamental analysis focuses on what investors believe will happen in the…
Weekly market update

MARKET UPDATE 02.02.2023
Weekly market update – False alarm?
One of the most consensual views recently had been that the US (and perhaps Europe) would enter recession at some...

MARKET UPDATE 26.01.2023
Weekly market update – So many possible scenarios
The surge in equities and fall in long-term bond yields in the first few weeks of January suggested that investors...

MARKET UPDATE 19.01.2023
Weekly market update – An upbeat start to 2023
Financial markets have begun 2023 with a spring in their step. US inflation data has been interpreted positively. Bond yields...
Monthly asset allocation

Video – Identifying the four factors for 2023 asset allocations
Watch this quarterly video with Maya Bhandari, global head of multi-asset, and chief market strategist Daniel Morris as they discuss...

Asset allocation monthly – The ‘four horsemen’ of 2023
There are a handful of key judgements that matter for the year ahead. We identify four: Probability and depth of...

Multi-asset update – Trimming our China exposure
Weighing up a generally gloomier economic outlook, the limited readability of the Chinese market after September’s Politburo meeting, and the...
Outlooks

FIXED INCOME OUTLOOK Q1
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....

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