Investment Insights
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21 September 2023
Fixed income
Fixed income
Implications of Zambia’s Sovereign Debt Restructuring
Implications of Zambia’s Sovereign Debt Restructuring
A landmark deal for Zambia as agreement was reached on restructuring its $6.3bn debt. We explore what it means for other defaulters
Read time - 5 min
19 September 2023
Equity - Global
Responsible Investment
Health and Well-Being – longer lives, healthier lives
Health and Well-Being – longer lives, healthier lives
After a century of rapid increases, gains in life expectancy are slowing. We ask why and explore companies that can help buck the trend.
Read time - 5 min
18 September 2023
Multi-Asset
Multi-Asset
When will interest rates be cut?
When will interest rates be cut?
Steven Bell, Chief Economist EMEA, on why he is optimistic that interest rates will be cut early in 2024, starting in the US with the UK and Europe to follow.
Watch time - 6 min
13 September 2023
Fixed income
Fixed Income
Navigating China’s property sector: growth, turmoil and outlook
Navigating China’s property sector: growth, turmoil and outlook
The future of China’s real estate market remains uncertain, depending on economic factors, policy interventions and market sentiment
Read time - 5 min
11 September 2023
Multi-Asset
Multi-Asset
Is inflation beaten?
Is inflation beaten?
Peak rates are close for the US and UK, says Steven Bell, Chief Economist EMEA. But where the two countries go from there could be quite different
Watch time - 6 min
11 September 2023
Responsible investment
Responsible investment
Thematic Insight: The energy transition – transformative on a global scale
Thematic Insight: The energy transition – transformative on a global scale
We discuss the barriers to a successful energy transition and the opportunities for investors
Read time - 3 min
6 September 2023
Fixed income
Fixed Income
Gilt-edged opportunities
Gilt-edged opportunities
UK government bonds are cheaper than US treasuries despite a slightly higher US base rate. What does this mean for investors?
Read time - 10 min
23 August 2023
Responsible investment
Responsible investment
Thematic Insight: Managing the Human Capital Transition
Thematic Insight: Managing the Human Capital Transition
Human capital, although often overlooked by investors, is a significant component of the forces driving performance. Businesses investing in human capital are likely to derive a competitive advantage.
Read time - 8 min
17 August 2023
Responsible investment
Responsible investment
Forever chemicals: in everything everywhere
Forever chemicals: in everything everywhere
As concerns about pollution rise, further regulations are being brought in. The US is focusing on clean-up, while Europe is aiming to phase-out PFAS.
Read time - 9 min
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The analysis included on this website is for professional investors in EMEA APAC. This material should not be considered as an offer, solicitation, advice or an investment recommendation. This communication is valid at the date of publication and may be subject to change without notice. Any opinions expressed are made as at the date of publication but are subject to change without notice and should not be seen as investment advice. Information obtained from external sources is believed to be reliable but its accuracy or completeness cannot be guaranteed.
