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.
Ukraine crisis: impacts on European markets
We address the conflict in Ukraine in relation to European markets, where the impacts are being felt and the potential hit to European GDP.
Investment team updates – Market updates 4 March 2022
Latest news from around the investment desks.
Russia-Ukraine conflict: how will it impact the US market?
The invasion of Ukraine, while not a surprise, is nevertheless full of unknowns – we have no visibility over the duration and long-term effects of the conflict.
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.
UK equities: it’s all to play for!
We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.
Investment team updates – Bullet points 4 February 2022
Latest news from around the investment desks.
Year of the Tiger: a focus on prosperity and productivity
2022 should be an interesting year for China’s equity market, but will the tiger roar? Our region experts take a look.
Investment team updates – Bullet points 21 January 2022
Latest news from around the investment desks.
