Latest Insights
Subscribe for relevant insights delivered straight to your inbox
It’s complicated
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.
Too fast, too furious: how far can the Bank of England afford to hike?
Global Bonds Portfolio Manager Bethany Payne challenges whether the Bank of England can really deliver the interest rate hikes currently priced in by the market.
Global Perspectives Podcast: Global Perspectives: ESG is more than a score
A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.
European equities: will inflation be transitory for longer?
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
Anatomy of a ‘good’ company
David Barker, analyst on the Pan European Equity Strategy managed by Jamie Ross, considers the detailed research process underpinning stock selection.
The semiconductor shortage: why more than tech investors should care
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
A “monetarist” perspective on current equity markets – October 2021
“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.
Aptiv: driving sustainability
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Aptiv: making vehicles safer, smarter and more sustainable
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.
Nintendo: gaming for education
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Nintendo: gaming for social impact
Hamish Chamberlayne and Amarachi Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Rates update: yields move higher – September spike or sustained trend?
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.