Latest Insights
High yield bonds: The useful side of supply constraints
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Metaverse: the next big computer revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance 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.
Inspiring the next generation of female investors and professionals
Why the financial services industry needs to play a role in educating our youth about money and investing.
The surprising case for natural resources
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.
The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
The impact of war on European energy policy
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
In accelerating policy normalisation, Fed seeks to reaffirm credibility
In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.
Maintaining focus in challenging markets
In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Inflation: no rerun of that ’70s show
We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.
Amid volatility, healthcare’s appeal grows
What are the opportunities in the healthcare sector in today’s uncertain financial markets?
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.