For wholesale investors in Australia
MARKET GPS 2022 INVESTMENT OUTLOOK: A NEW BALANCING ACT
How should investors prepare for 2022? Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.
China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.
Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.
Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021