With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Are higher interest rates opening the door to stock selection again in 2024?
A discussion of current opportunities in equities and fixed income, and why we see a more attractive environment for multi-asset portfolios ahead.
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
A discussion on how investors can navigate the short-duration opportunity set within fixed income.
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.