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ISG Insight: What goes up must come down
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?

Deforestation: seeing the wood for the trees
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.

Storing cash
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.

How is global real estate faring amid inflation and growth concerns?
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.

Navigating market risks in US small-cap growth
Navigating risks that have emerged in US small-cap growth stocks.

Metaverse: the next big computer revolution
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

High yield bonds: The useful side of supply constraints
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.

What to watch for next as investors navigate volatile markets
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.

Quarterly Credit Risk Monitor
Global Head of Fixed Income Jim Cielinski explains how throughout the third quarter, we have seen a change in mood from central banks as inflation is expected to be more persistent into 2022, and concerns over the spillover effects of defaults in the property sector in China.
Global Perspectives Podcast: The high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?

The Road to Alternatives: Assessing the Role of Liquid Alternatives in Portfolios
We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.

The UK’s dovish turn: The £ gets pounded
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.