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Talking heads – Asset allocation and the outlook for 2023
PORTFOLIO PERSPECTIVES | Audio - 1 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
Video – Caution to prevail on risk assets in 2023
PORTFOLIO PERSPECTIVES | Video - 1 Min

Video – Caution to prevail on risk assets in 2023

Watch our video with Daniel Morris, chief market strategist, and global head of multi-asset Maya Bhandari as they discuss the...

MAYA BHANDARI
+1 other(s)
| 22.11.2022
Asset allocation update – Lessons from this earnings cycle
MONTHLY
ASSET ALLOCATION
PORTFOLIO PERSPECTIVES | Blog - 2 Min

Asset allocation update – Lessons from this earnings cycle

After the latest earnings season analysts are marking down their earnings expectations in areas including the US and emerging Asia....

MAYA BHANDARI
| 21.11.2022
Global loans – Striking while the iron is hot
PORTFOLIO PERSPECTIVES | Blog - 4 Min

Global loans – Striking while the iron is hot

Against a backdrop of major supply shocks, higher inflation and rising interest rates, most major credit markets have suffered losses....

TIMOTHY LI
+1 other(s)
| 16.11.2022
Talking heads – Carry is king after ‘annus horribilis’ in fixed income
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Carry is king after ‘annus horribilis’ in fixed income

While many bond investors have felt the earth move under the feet this year as the asset class experienced the...

ARNAUD-GUILHEM LAMY
+1 other(s)
| 14.11.2022
Tokenised bonds – New opportunities, speed, transparency and security
PORTFOLIO PERSPECTIVES | Blog - 3 Min

Tokenised bonds – New opportunities, speed, transparency and security

Blockchain, and in particular tokenisation, is a potential game-changer in the financing and trading of unlisted securities. Blockchain technology can...

STEFAN BRINARU
| 05.10.2022
Asset allocation update – European investment-grade upped
FRONT OF MIND | Blog - 1 Min

Asset allocation update – European investment-grade upped

Solid financials and attractive market valuations have led us to add to our long position in European investment-grade (IG) bonds,...

MAYA BHANDARI
| 16.09.2022
Talking heads – Opportunity knocks for global loans
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads – Opportunity knocks for global loans

Senior secured corporate loans are debt instruments similar to high-yield bonds in that they are rated below investment-grade (Ba1/BB+). They...

VANESSA RITTER
+1 other(s)
| 12.09.2022
Talking heads - A grim macroeconomic outlook for Europe
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads - A grim macroeconomic outlook for Europe

The summer has seen a sharp deterioration in prospects for the the euro area economy. The cost of living crisis...

ANAIS BOUSSIE
+1 other(s)
| 06.09.2022
Structural inflation? Our tip: invest in US TIPS
PORTFOLIO PERSPECTIVES | White paper - 6 Min

Structural inflation? Our tip: invest in US TIPS

Global inflation dynamics are undergoing a structural adjustment, leaving central banks with a prolonged struggle to bring inflation down to...

CEDRIC SCHOLTES
| 30.08.2022
Talking heads - The shock-absorbing nature of infrastructure debt
PORTFOLIO PERSPECTIVES | Audio - 2 Min

Talking heads - The shock-absorbing nature of infrastructure debt

As a broad asset class underlying the full spectrum of economic activity and a non-cyclical slant, infrastructure debt has attributes...

STEPHANIE PASSET
+1 other(s)
| 29.08.2022
US housing market to come off the boil, but remain fundamentally sound
PORTFOLIO PERSPECTIVES | Blog - 3 Min

US housing market to come off the boil, but remain fundamentally sound

While recent monetary policy tightening in the US to counteract high inflation will likely take some heat out of the...

JOHN CAREY
| 26.08.2022