Solutions Enhanced: Capital Market Assumptions 2022 Making a transition
The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.
Investment team updates – Market updates 4 March 2022
Latest news from around the investment desks.
Investors confront volatility as Russia invades Ukraine
Markets reacted strongly this week to news that Russia invaded neighbouring Ukraine. The world has been watching tensions in the region escalate since the beginning of year.
Reaction to the latest development in Ukraine
As the situation in Ukraine unfolds, we remain focused on our investment process: being active, long-term investors in companies with strong balance sheets and solid fundamentals, employing our research intensity capabilities.
Investment team updates – Bullet points 4 February 2022
Latest news from around the investment desks.
Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
Investment Outlook 2022 with William Davies
Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Emerging market equities: identifying the key long-term trend
As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Investment team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Balancing act – India’s journey to net zero
COP26 saw India commit to achieving net zero by 2070. We explore its proposed route and the challenges it faces.
