Investment Insights
Keep up to date with global markets and discover our latest thinking.
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5 May 2026
Active ETFs
Conviction in both quant and fundamental research to pursue alpha
Conviction in both quant and fundamental research to pursue alpha
How we work to drive client outcomes through a combination of disciplined quantitative models and fundamental research driven company-level insights.
30 April 2026
Responsible investment
Is the world on track for a more sustainable future?
Is the world on track for a more sustainable future?
Understanding sustainability trends and the interactions between people and planet is fundamental to identifying future investment opportunities.
30 April 2026
Alternatives
UK Real Estate: Talking Points April 2026
UK Real Estate: Talking Points April 2026
Welcome to our quarterly snapshot of current real estate market trends.
29 April 2026
Equity
Europe’s quality growth opportunity
Europe’s quality growth opportunity
Europe is transforming, with new pockets of emerging quality. Amid rising capital barriers, our pragmatism allows us to identify industry leaders where value creation is strongest.
28 April 2026
Fixed income
In Credit Weekly Snapshot – Down down
In Credit Weekly Snapshot – Down down
These are turbulent times for the UK, between the Iran war impacting energy prices, a constrained consumer and a political crisis that is weighing on gilts.
27 April 2026
Multi-Asset
Multi asset
Central banks take centre stage
Central banks take centre stage
A big week for central banks. Will patience prevail?
24 April 2026
Fixed income
The role of asset-backed securities in pension scheme LDI portfolios
The role of asset-backed securities in pension scheme LDI portfolios
The US securitised credit market has demonstrated strong risk-adjusted return outcomes, often decorrelated to traditional fixed income assets.
23 April 2026
Equity - Global Emerging Markets
From Monopoly to Age of Empires: Emerging markets in the new global regime
From Monopoly to Age of Empires: Emerging markets in the new global regime
Middle East tensions underscore a regime shift toward security and industrial capacity, reshaping the global order and having profound implications for portfolio construction.
21 April 2026
Fixed income
In Credit Weekly Snapshot – All around the world
In Credit Weekly Snapshot – All around the world
After another week in which geopolitics set the stage for wider market moves, latest data shows a stabilisation in the decline of global democracy scores.
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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.
