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The road to alternatives: Assessing the role of liquid alternatives in portfolios
We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.
Research in action: the commodities comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.

What to watch for next as investors navigate volatile markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?

The fog of war: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

One Down, Three to Go
Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.

Revisiting U.S. Growth in a Challenging Environment
The outlook for growth equities as market dynamics shift.

2022: Optimal Conditions for a Liquid Alternative Toolset?
Considering a multi-strategy approach to using liquid alternatives to help improve diversification.

‘Gradually then suddenly’ – or how to fall in love with trend following
Just how important is patience for trend following investors? Portfolio managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider the implications of the ‘gradually then suddenly’ phenomenon.

Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.