Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
The potential strategic pitfalls of sitting in cash.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Assessing the impact of higher rates and a potential recession on the tech sector, as well as our outlook for AI and cloud computing.