Investment Insights
Keep up to date with global markets and discover our latest thinking.
Filter insights
25 April 2024
Alternatives
Outlook
UK Real Estate: Talking Points April 2024
UK Real Estate: Talking Points April 2024
Our quarterly snapshot of current real estate market trends.
Read time - 2 min
23 April 2024
Multi-Asset
Multi-Asset
Earnings season: Will Q1 earnings deliver?
Earnings season: Will Q1 earnings deliver?
After a strong start to the earnings season, a big week lies ahead.
Watch time - 5 min
22 April 2024
Responsible investment
Responsible investment
Regulation set to supercharge push on plastics
Regulation set to supercharge push on plastics
Voluntary recycled plastic goals haven't really worked, but markets representing 30% of global GDP now have firm targets. How will companies and investors cope?
Read time - 3 min
17 April 2024
Equity
Global equities, Responsible Investment
In search of sustainability – following Highway 101
In search of sustainability – following Highway 101
Travelling down the US west coast we met 25 companies in five days. Learn more about the tech and healthcare businesses shaping our future.
Read time - 3 min
15 April 2024
Multi-Asset
Multi-Asset
Is interest rate pessimism overdone?
Is interest rate pessimism overdone?
The European Central Bank looks set to cut in June and there are reasons to believe the US and UK won’t be too far behind.
Watch time - 6 min
11 April 2024
Responsible investment
Responsible investment
Stewardship quarterly - Q4 2023
Stewardship quarterly - Q4 2023
Our report outlines our global active
ownership, including a selection of engagement case studies.
Read time - 4 min
8 April 2024
Multi-Asset
Multi-Asset
Interest rates, inflation and immigration
Interest rates, inflation and immigration
Do rising US rents, fuelled in part by higher immigration, call for a reappraisal of the likely scale and pace of US interest rate cuts?
Watch time - 6 min
2 April 2024
Multi-Asset
Multi-Asset
The first cut is the easiest
The first cut is the easiest
With real rates rising as inflation falls, we explain why central banks should consider cutting interest rates soon.
Watch time - 4 min
28 March 2024
Equity - UK
Equity
The Good, the Bad and the UK Stock Market
The Good, the Bad and the UK Stock Market
After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.
Read time - 5 min
26 March 2024
Responsible investment
Responsible investment
Green machines: the future of transport
Green machines: the future of transport
How are the different modes progressing?
Read time - 5 min
22 March 2024
Equity
Equity
Japan: we’re more convinced than ever
Japan: we’re more convinced than ever
We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 min
20 March 2024
Responsible investment
Responsible investment
The skills factor: greening the workforce to deliver net zero
The skills factor: greening the workforce to deliver net zero
What might this mean to various sectors critical to the transition?
Read time - 2 min
18 March 2024
Multi-Asset
Multi-Asset
Will sticky inflation stop the US cutting interest rates?
Will sticky inflation stop the US cutting interest rates?
We think that pessimism is overdone and explain why.
Watch time - 6 min
15 March 2024
Responsible investment
Responsible investment
ESG Viewpoint: Emerging responsible investment trends in Asia
ESG Viewpoint: Emerging responsible investment trends in Asia
The appetite for responsible investing is growing in Asia, as regulations evolve and client demand increases.
Read time - 2 min
11 March 2024
Multi-Asset
Multi-Asset
Interest cuts to start in June
Interest cuts to start in June
What are the odds that the UK, seen as a laggard, could follow through too?
Watch time - 5 min
8 March 2024
Responsible investment
Responsible investment
ESG Viewpoint: The cost of gender disparity in Asian companies
ESG Viewpoint: The cost of gender disparity in Asian companies
We’ve been engaging with 26 of Asia’s most influential companies on this topic.
Read time - 6 min
6 March 2024
Multi-Asset
Multi-Asset
Interest rates, growth and financial markets
Interest rates, growth and financial markets
What can we expect from financial markets?
Read time - 4 min
26 February 2024
Multi-Asset
Multi-Asset
Low inflation to create unusual dilemma for the Bank of England
Low inflation to create unusual dilemma for the Bank of England
In an election year, pressure for a cut in rates will only grow as inflation eases. What is the BoE to do?
Watch time - 5 min
23 February 2024
Fixed income
Fixed Income
NYCB blues… could events at the bank hit smaller institutions?
NYCB blues… could events at the bank hit smaller institutions?
Is the banking system still vulnerable to aftershocks as central banks continue quantitative tightening?
Read time - 5 min
Filter insights on this page
Capabilities
Themes
Capabilities
Important Information
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.
