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The taper is (almost) here: what it means for bond investors
The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.
The Importance of Diversifying U.S. Equities Through an Uneven Recovery
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
ESG and Women – product design matters
Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?
The Case for Alternatives in a Buoyant Market
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
China’s economic rebalancing casts a cloud on property
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.
Natural resources: paving the way towards net zero
Natural resources play a key role in combatting climate change, with exciting opportunities for investors.
Global earnings momentum fading before Evergrande
The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Is UK money growth normalising?
The Bank of England bears significant responsibility for the current inflation upsurge but a sharp policy reversal could compound the error, argues Simon Ward, Economic Adviser.
No recovery in global money growth in August
Monetary trends have yet to signal an end to the current economic slowdown phase, argues Simon Ward, Economic Adviser.
Drug-pricing reform an uphill battle
Why the push for government-negotiated drug prices could prove to be a Sisyphean task.
Decarbonisation: how can investors lead the charge to reaching net zero by 2050?
From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.