For individual investors in the UK
Investment outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.
European smaller companies’ managers Ollie Beckett and Rory Stokes discuss the impact that the rise in ESG has had on the market and why it is important to look beyond ESG ratings.
Hamish Chamberlayne and Ama Seery, members of the Global Sustainable Equity Team, discuss how Nintendo is putting its stamp on the video gaming industry.
Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.
Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.
Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.
Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.