For individual investors in Luxembourg
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.
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
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.