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UK commercial property: key themes and trends in 2022
Ainslie McLennan outlines key themes, opportunities and risks expected within the UK commercial property market in 2022 and beyond.
Global Perspectives Podcast: Technology is enabling sustainability
Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Alternatives 2022: has the bull gone far enough?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
Fixed Income: The last hurrah
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Strategic Fixed Income: a more fertile environment for bond returns
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Unlocking value in healthcare stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.
High yield bonds: looking beneath the bonnet
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Upwardly mobile: credit’s quest for glory
Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.
Versatility key in navigating new recovery challenges
Investor versatility will be key as the economic recovery faces a fresh set of challenges.