For individual investors in the UK
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
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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Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.
Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.
Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments that she believes need to be made to deem the COP26 a success in the fight against global warming.
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.
John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.
Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
While new technology developed by the automotive industry has made modern vehicles safer, more efficient and more environmentally sustainable than ever before, efforts to improve road safety and to reduce the number of road traffic deaths and injuries are still needed.