Global Sustainable Equity Fund
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Breaking down plastic pollution
Exploring the investment considerations for the responsible use of plastic.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
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.
Going back to your ‘ex’: The role of Europe ex-UK equities in a UK equity portfolio
The Portfolio Construction and Strategy Team consider the value of an additional allocation to European equities for UK investors.
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.
Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?
Investor positioning still (unfairly) reflects an extreme hatred of bonds.
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.