Latest Insights
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
What’s changed ‒ and hasn’t ‒ for large caps?
Has the fundamental picture for US large-cap stocks changed in a shifting macro environment?
Breaking down plastic pollution
Exploring the investment considerations for the responsible use of plastic.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Markets hinge on inflation and eventual pace of rate hikes
The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Global technology: taking volatility in stride
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
A long-haul journey to zero-carbon
Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.
Adobe: inspiring digital creativity and sustainability
Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.
Computing evolution: investing in the metaverse
Investing in the new digital reality of the metaverse.
What lies ahead for Chinese equities in the Year of the Tiger?
Portfolio manager May Ling Wee discusses the key risks and opportunities for Chinese equities.