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A new dimension to sustainable investing.

Global Outlooks 2024

With geopolitical concerns ongoing and even increasing, and higher inflation and interest rates still present, how do we see 2024 playing out?

Responsible investment

Responsible investing is a fundamental. We integrate ESG considerations into our fundamental approach to investment research and stewardship.

Awards

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Filter insights

23 June 2025

Anthony Willis

Senior Economist

Market perspectives: Will the resilience of financial markets be undone by escalating geopolitical risks?

Investors continue to closely follow events in the Middle East – most recently the US’s strikes on three Iranian nuclear sites.
19 June 2025

Asset Allocation update - June 2025

Financial markets continue to display confidence that the trade war remains on a de-escalating path, even as the deadline for ‘trade deals’ to be agreed with the US moves into focus.
18 June 2025

David Morgan

Head of US Investment Grade Credit Research

A bitter pill: what tariffs could mean for pharmaceutical firms and the wider healthcare industry

Although a drive to onshore manufacturing of pharmaceuticals is admirable, there could be some unintended consequences around price, availability and global relations.