The ABS resurgence

Bar chart with trend lines

Chartology

At the crossroads

Market snapshot

Global Equity ESG, H1 2023 Report

The first half of 2023 offered investors a bumpy ride. Early optimism, driven by China’s economic reopening and signs of slowing inflation, received a boost from excitement around the potential of generative AI. While enthusiasm for mega cap AI-related stocks continued through to the second quarter, persistent inflation and a mini banking crisis muted expectations. […]

The fossil fuel burnout

Smoke flying from industrial chimneys

market snapshot

Why invest in emerging markets?

Recent headwinds should not detract from the long-term structural opportunity presented by emerging markets. Watch our video below to learn more about the case for investing in the world’s most dynamic centres of growth and to understand how our investment teams seek to mitigate risk with an integrated ESG approach. Please explore our website to […]

SDG Engagement Equity Report, H1 2023

Blurry lady on the street

Valued workforces drive outperformance

In search of silver linings

Market snapshot

Euro-denominated short duration – only upside from here?

Chartology

Beijing faces limited options to tackle economic woes

A fixed income perspective

Investors must learn to navigate a less predictable world

There was a time when investors understood that geopolitics and, particularly, the Cold War between the Soviet Union and the West, had a real impact on financial volatility and economies as it played out in a mixture of proxy wars and unusual diplomacy. As a young boy in East Jerusalem in the late sixties, I […]