Latest Insights
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
European Equities: stay the course in 2022
Could value be where the opportunity lies in European equities in 2022?
The Average Outcome (Almost) Never Happens
Portfolio Manager Aneet Chachra looks at strategist predictions for 2022 and shows how one-year returns rarely match the average.
Euro investment grade: A test of discipline in 2022
Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.
Multi-asset in 2022: Prepare for all seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Emerging Market Debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
The Australian economy in 2022
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Alternatives 2022: has the bull gone far enough?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Secured Credit: 2022 – year of the ‘carry’?
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Despite headwinds, progress continues for US equities
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.