Latest Insights
Navigating market risks in US small-cap growth
Navigating risks that have emerged in US small-cap growth stocks.
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.
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.
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.
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 impact of war on European energy policy
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?
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.
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.
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.
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?
Meeting the need for a sustainable and resilient water system
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.