Despite a challenging year in 2022, we believe the long-term benefits of the 60/40 portfolio remain intact.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Positive clinical trial data in 2022 could lead to record drug launches over the coming year.
There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
A discussion on ChatGPT and the implications of its release on the tech sector.
In this 2023 update, the UK-based Multi Asset Team sets out their expected longer-term returns for a range of major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.
A review of global equity markets in 2022 and the outlook for dividends in the year ahead.
In this special episode, Myron unveils a new approach to environmentally friendly portfolio construction and offers general insights about the role of innovation in finance.
Arguments for a modest rather than severe UK recession and why UK smaller companies are currently looking attractive.
Bond investors should manage their expectations about how long policymakers are willing to endure high interest rates.
Evidence of a collapse in inflation and impending economic downturn have potentially built conditions for strong returns from bonds in 2023.