Investor essentials
Our latest regular features, outlooks and reports
Talking heads
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…
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…
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…
Weekly market update
WEEKLY
MARKET UPDATE 23.03.2023
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...
WEEKLY
MARKET UPDATE 09.03.2023
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...
WEEKLY
MARKET UPDATE 02.03.2023
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...
Monthly asset allocation
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...
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...
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...
Outlooks
QUARTERLY
FIXED INCOME OUTLOOK Q1
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....
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...
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....