Latest Insights
Flattening is not flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
The necessity of yield in 2022
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Global technology markets seek normalcy in 2022
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
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.
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?
Introducing the REITs 3.0 Flywheel
Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.
US fixed income: finding a balance in rates and inflation
Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.
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.
Despite headwinds, progress continues for US equities
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.