News & Insights

The world is changing rapidly, driven by technological and environmental factors, and these shifts could have profound long-term implications for investors. Our thematic framework can help navigate the evolving investment landscape.

In the third quarter of 2021, inflation rose in most countries and the global economy faced ongoing supply chain issues. Despite concerns about how these challenges would impact earnings, the results are better than expected and forecasts have been revised higher across most sectors.

We’re often asked this question when discussing our current tactical overweight in equities over bonds, and understandably so. Many measures of equity valuations are high compared with history. But that doesn’t mean global stock markets can’t continue to rise.

There are several ways to align portfolios with sustainable considerations. Sometimes deciding not to invest is the optimal choice. However, investing can often provide an opportunity to encourage positive change.

Bond yields are rising following a more hawkish tone from central banks around the world. Monetary policy is becoming less accommodative but we don’t believe it’s the end of the game for credit in Europe.

We signed up to the Women in Finance Charter in January 2018, and at that time, we had 18% female senior management representation.

Spending on infrastructure looks set to rise, mostly in the US but also in Europe. This is a structural trend to rebuild the economy in a sustainable way, with a focus on green and digital investment.

Asian high yield (HY) bonds have experienced a period of elevated volatility and rising spreads since June. The correction has accelerated in recent weeks, with the rapid deterioration of property developer Evergrande’s liquidity situation a major catalyst...

On 26 September, Germany will elect a new Bundestag. The outcome will set the stage for the next coalition, headed by a new chancellor, with Angela Merkel set to step down after 16 years. The next government is likely to have a greener tilt.