Recession risks: Coronavirus + oil shock + what else?

To begin with, supply was the concern, but now demand is at risk. What is without doubt is that recession risks are elevated.Recession
International Women’s Day special podcast

In this special edition from the team behind Eye of the Needle, we’re talking to Maya Bhandari, Multi-Asset Portfolio Manager, and Tammie Tang, Fixed Income Portfolio Manager. They tell us about their routes into asset management and their respective asset classes, how the industry has changed over the past decade, and offer advice to women aspiring to work in finance.
Weighing up potential market impacts from the coronavirus

As the virus outbreak spreads well beyond China, it is hard to forecast exactly what the economic impact will be, but it’s safe to say that consumption and supply will be significantly affected
Responsible Investment has become increasingly important for many asset owners, so what does 2019 hold?

At a time when demand for ESG integration is growing and confidence in the investment impacts of traditional ESG approaches remains high, data science offers the additional prospect of solving for the effective integration of meaningful non-financial analysis in investment, at scale and with global reach.
Air pollution: Sustainable development and investment opportunity

Air pollution is deleterious to human and ecosystem health, and there is a growing and important need to tackle it across the globe. But, via the adoption of a number of UN Sustainable Development Goals, there are a number of solutions which investors can support.
Disruptive technologies challenge traditional infrastructure approach

Traditional infrastructure investments are being challenged by the pace of innovation, and technology and disruption will likely create opportunities across all core infrastructure asset types. So a highly flexible approach is required to respond to this.
Asset Allocation Monthly

View the latest Asset Allocation Update