For individual investors in the UK

Global Perspectives

Equity Perspectives

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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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Absolute return investing: take care not to trip on the road to normality
Investment Viewpoints

Absolute return investing: take care not to trip on the road to normality

Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.

UK equities: The boy who cried wolf?

UK equities: The boy who cried wolf?

Unloved, undervalued, and under-represented. Three words that Portfolio Manager Stephen Payne believes represents UK equities in his view that the UK could offer stronger prospects than other major markets over the next decade.

Multi-asset in 2022: Prepare for all seasons

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

UK commercial property: key themes and trends in 2022

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.

Alternatives 2022: has the bull gone far enough?

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

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

Global property equities: evolving for the better into 2022 and beyond

Global property equities: evolving for the better into 2022 and beyond

The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.

Strategic Fixed Income: a more fertile environment for bond returns

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

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

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

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

Versatility key in navigating new recovery challenges

Investor versatility will be key as the economic recovery faces a fresh set of challenges.