Latest Insights
Subscribe for relevant insights delivered straight to your inbox

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.

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.

Volatility challenges: time tested thoughts on navigating unsettled markets
Timely thoughts for investors to deal with today’s key challenges.

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.

Inspiring the next generation of female investors and professionals
Why the financial services industry needs to play a role in educating our youth about money and investing.
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 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.

The surprising case for natural resources
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.

The impact of war on European energy policy
How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?