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Thematic investing – Alchemy or the one-solution mix
Portfolio perspectives | Video - 8:29 MIN

Thematic investing – Alchemy or the one-solution mix

In this Thematic Investing video, our experts discuss the ins and outs of impact investing, how it relates to sustainable...

JANE AMBACHTSHEER
+1 other(s)
| 06.12.2023
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
Chart of the Week - A parting of the ways as bonds price more risk
Front of mind | Article - 2 Min

Chart of the Week - A parting of the ways as bonds price more risk

September was been a difficult month for US stocks and government bonds as markets added to bond’s risk premia partly...

ANDREW CRAIG
| 29.09.2023
Chart of the Week - Pricing of risk suggests it is time for bonds
Front of mind | Article - 2 Min

Chart of the Week - Pricing of risk suggests it is time for bonds

Every risk has a price, and in our view, markets are priced for different outcomes. Strikingly, the chart of the...

MAYA BHANDARI
| 21.09.2023
Weekly Market Update – The devil’s in the detail
WEEKLY
MARKET UPDATE 07.09.2023
Front of mind | Article - 4 Min

Weekly Market Update – The devil’s in the detail

The factors underpinning recent market moves have changed rapidly: Fears of an overheating of the US economy and concerns over...

NATHALIE BENATIA
| 07.09.2023
Asset Allocation Monthly – No summer lull: The time for bonds
Portfolio perspectives | White paper - 5 Min

Asset Allocation Monthly – No summer lull: The time for bonds

Different asset markets are offering unusually disparate prospective levels of risk-reward, with bonds looking more attractive than stocks for the...

MAYA BHANDARI
+1 other(s)
| 11.08.2023
Asset Allocation Video – A recession around the corner, or stagflation?
Portfolio perspectives | Video - 7:57 MIN

Asset Allocation Video – A recession around the corner, or stagflation?

Signals from fixed income and equity markets on the outlook and an answer to the question of recession or no...

MAYA BHANDARI
+1 other(s)
| 24.07.2023
PRIIP regulation – Essential aspects and practical implications
Front of mind | Article - 1 Min

PRIIP regulation – Essential aspects and practical implications

In this new paper, we examine key aspects of the European Union's new regulation on Packaged Retail and Insurance-based Investment Products...

Talking Heads – Offence or defence in multi-asset portfolios?
Portfolio perspectives | Podcast - 10:39 MIN

Talking Heads – Offence or defence in multi-asset portfolios?

Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination...

MARK RICHARDS
+1 other(s)
| 22.05.2023
Weekly Market Update – Murky economic outlook for the eurozone
Front of mind | Article - 3 Min

Weekly Market Update – Murky economic outlook for the eurozone

Significant headwinds from tighter monetary and fiscal policy are starting to slow growth in the eurozone. However, the labour market...

ANDREW CRAIG
| 18.05.2023
Asset Allocation Monthly – Different phases
Portfolio perspectives | White paper - 5 Min

Asset Allocation Monthly – Different phases

In our latest Asset Allocation Monthly, we present our view of where the three main regions are in the different...

MAYA BHANDARI
+1 other(s)
| 10.05.2023
Asset allocation monthly – Five key shifts
Portfolio perspectives | White paper - 6 Min

Asset allocation monthly – Five key shifts

In our latest Asset Allocation Monthly report, we discuss five key changes to our multi-asset portfolios. First, we are now...

MAYA BHANDARI
+1 other(s)
| 26.04.2023