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Investment Strategies
Investment Strategies
15 September 2025
We offer a broad range of actively managed investment strategies and solutions covering global, regional and domestic markets and asset classes.
The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
15 September 2025
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
A wheel opportunity: Premium tyre makers use EVs to inflate margins
A wheel opportunity: Premium tyre makers use EVs to inflate margins
12 September 2025
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
Paul Doyle
Paul Doyle
9 September 2025
In Credit Weekly Snapshot – Gold … indestructible?
In Credit Weekly Snapshot – Gold … indestructible?
9 September 2025
Our fixed income team provide their weekly snapshot of market events.
Charting a course through the changing responsible investment landscape
Charting a course through the changing responsible investment landscape
8 September 2025
How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment.
Weekly Perspectives: Tariffs are illegal….so what’s next?
Weekly Perspectives: Tariffs are illegal….so what’s next?
8 September 2025
This week’s market update comes from Switzerland another country hit hard by US tariffs.
In Credit Weekly Snapshot – If I could turn back time
In Credit Weekly Snapshot – If I could turn back time
3 September 2025
Our fixed income team provide their weekly snapshot of market events.
European improvement, not just US weakness
European improvement, not just US weakness
2 September 2025
The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
Weekly Perspectives: Postcard from Brasil
Weekly Perspectives: Postcard from Brasil
1 September 2025
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
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The rise of the Magnificent 7: Concentration risk versus earnings power
The rise of the Magnificent 7: Concentration risk versus earnings power
15 September 2025
Although large-cap tech firms are not in bubble territory, concerns about market concentration are not without merit.
A wheel opportunity: Premium tyre makers use EVs to inflate margins
A wheel opportunity: Premium tyre makers use EVs to inflate margins
12 September 2025
We think premium manufacturers look better placed and have scope to benefit from higher EV tyre margins and volume growth. Find out how we’re looking to tap into this opportunity.
In Credit Weekly Snapshot – Gold … indestructible?
In Credit Weekly Snapshot – Gold … indestructible?
9 September 2025
Our fixed income team provide their weekly snapshot of market events.
Charting a course through the changing responsible investment landscape
Charting a course through the changing responsible investment landscape
8 September 2025
How understanding market dynamics and research led insights help us guide clients through a fast-evolving responsible investment environment.
Weekly Perspectives: Tariffs are illegal….so what’s next?
Weekly Perspectives: Tariffs are illegal….so what’s next?
8 September 2025
This week’s market update comes from Switzerland another country hit hard by US tariffs.
In Credit Weekly Snapshot – If I could turn back time
In Credit Weekly Snapshot – If I could turn back time
3 September 2025
Our fixed income team provide their weekly snapshot of market events.
European improvement, not just US weakness
European improvement, not just US weakness
2 September 2025
The region has exited post-Covid stagflation, with inflation falling and interest rates easing, so economic performance has turned round. America, by contrast, faces stagflation
Weekly Perspectives: Postcard from Brasil
Weekly Perspectives: Postcard from Brasil
1 September 2025
Beef, coffee, orange juice and footballers. What will be the impact of tariffs on Brazil’s big exports?
How to fix our pension regulators
How to fix our pension regulators
22 August 2025
Discussing why it is time to shift from ‘regulating for risk’ to ‘regulating for growth’. We suggest the regulator’s objectives are a good place to start.
Multi-Asset Investment Outlook 2026: Balancing at great heights
Multi-Asset Investment Outlook 2026: Balancing at great heights
21 August 2025
Our perspective on the global economy and financial markets, and our views on the investment themes likely to prove consequential in the months – and years – ahead.
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