In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.
The Portfolio Construction and Strategy Team consider the value of an additional allocation to European equities for UK investors.
Adam Hetts and Sabrina Geppert examine the opportunities across government, credit and alternatives markets for fixed income investors to navigate rising rates.
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.
Climate change is the greatest environmental and social challenge that the world has ever faced. There is an urgent need to transition to a low-carbon economic model in order to reverse the manmade damages made to the environment. Not doing so would risk health, livelihoods, food security, water supply, human security and economic growth. The
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.
Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.
In this video update, Simon Hillenbrand discusses the FCA’s ongoing consultation into open-ended direct property funds, while Ainslie McLennan provides an update on the Janus Henderson UK Property PAIF highlighting diversification and scale remain key attributes.