Market Monitor – 18 November 2022
Global stock markets have given up some of their recent gains this week as concerns about slowing growth returned.
Investment team updates – Market updates 1 April 2022
Latest news from around the investment desks.
Covid-19 index: activity recovers as Omicron fades
Normal activities begin to resume as restrictions are lifted and masks come off.
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.
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.
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.
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.
