Read our portfolio managers’ 2022 outlooks as they are published
and stay informed on key market themes for the year ahead.
Read our portfolio managers’ 2022 outlooks as they are published and stay informed on key market themes for the year ahead.
Portfolio manager Indriatti van Hien discusses why undervalued UK stocks have never looked more compelling.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.
Alternatives and Multi-Asset
How quickly can the world readjust, coming out of a global pandemic? Luke Newman highlights the drivers that will determine the prospects for absolute return in 2022.
Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.