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Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Markets hinge on inflation and eventual pace of rate hikes
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
Eurozone money trends suggesting recession risk
Nominal money growth has normalised and real growth is worryingly weak, argues Simon Ward, Economic Adviser.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Monetary indicators still negative
A market bounce in the event of an easing of geopolitical tensions might prove short-lived unless global real money growth revives, argues Simon Ward, Economic Adviser.
Global technology: taking volatility in stride
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
Hints of US inflation relief
Money trends are signalling an inflation slowdown with technical downside risk from vehicle prices, argues Simon Ward, Economic Adviser.
A long-haul journey to zero-carbon
Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.
Divergent emerging market outcomes in an uneven recovery
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.
Adobe: inspiring digital creativity and sustainability
Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.
Computing evolution: investing in the metaverse
Investing in the new digital reality of the metaverse.
What lies ahead for Chinese equities in the Year of the Tiger?
Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.