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 team updates – Bullet points 7 January 2022
Latest news from around the investment desks.
Asset Allocation 2021/22: review and outlook
Toby Nangle, Global Head of Asset Allocation, runs the rule over asset class performance in 2021, before turning his attention to the year ahead and looking at the inflationary and fiscal and monetary headwinds that could impact market performance.
Investment team updates – Bullet points 3 December
Latest news from around the investment desks.
Investment team updates – Bullet points 19 November
Latest news from around the investment desks.
