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It’s a value trap! How research intensity can help reveal genuine recovery stocks
It’s a value trap! How research intensity can help reveal genuine recovery stocks
13 December 2024
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
Is the UK heading for recession?
Is the UK heading for recession?
9 December 2024
There has been a major decline in optimism about UK economic prospects in recent months.
UK equities: don’t believe the doom mongers
UK equities: don’t believe the doom mongers
6 December 2024
While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
2025 Global Real Estate Outlook: Is property at a turning point?
2025 Global Real Estate Outlook: Is property at a turning point?
5 December 2024
Global property prices have broadly stabilised. With interest rates heading lower, is real estate at a turning point?
The US under the new President: four good years or four bad?
The US under the new President: four good years or four bad?
2 December 2024
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
21 November 2024
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
19 November 2024
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
Lifestyling: the Achilles heel in DC pensions
Lifestyling: the Achilles heel in DC pensions
18 November 2024
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
15 November 2024
Soft landing supports bond performance – but will it last?
2025 Global Outlooks
2025 Global Outlooks
15 November 2024
Read and watch our thoughts from an equities, fixed income and alts point of view, and see what our Global Chief Investment Officer thinks might happen and where there may be opportunities.
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It’s a value trap! How research intensity can help reveal genuine recovery stocks
It’s a value trap! How research intensity can help reveal genuine recovery stocks
13 December 2024
With intangible asset growth increasingly a driver of performance growth, a core research theme for us is ‘human capital’. It's just one way our Global Fundamental Research Group feeds into our investment process.
Is the UK heading for recession?
Is the UK heading for recession?
9 December 2024
There has been a major decline in optimism about UK economic prospects in recent months.
UK equities: don’t believe the doom mongers
UK equities: don’t believe the doom mongers
6 December 2024
While Labour’s first Budget was a surprise in terms of the scale of the fiscal loosening, there remain grounds for cautious optimism about UK equities.
2025 Global Real Estate Outlook: Is property at a turning point?
2025 Global Real Estate Outlook: Is property at a turning point?
5 December 2024
Global property prices have broadly stabilised. With interest rates heading lower, is real estate at a turning point?
The US under the new President: four good years or four bad?
The US under the new President: four good years or four bad?
2 December 2024
It is no exaggeration to say that financial markets and governments across the world have greeted the clean sweep by Republicans in the US elections with some nervousness.
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
2025 Macro Outlook: Slower growth amid geopolitical uncertainty, but opportunities remain
21 November 2024
Headwinds are blowing but conditions are supportive, so we see both risks and opportunities in 2025.
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
2025 Equity Outlook: Will lower rates and strong earnings be enough to keep markets up?
19 November 2024
Going into 2025, strong company fundamentals and trends in innovation could be outweighed by increased geopolitical risk and policy uncertainty.
Lifestyling: the Achilles heel in DC pensions
Lifestyling: the Achilles heel in DC pensions
18 November 2024
Why too much derisking – the accepted orthodoxy in UK defined contribution pensions – is a bad thing.
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
2025 Fixed Income Outlook: A year of opportunity amid economic uncertainty?
15 November 2024
Soft landing supports bond performance – but will it last?
COP29: Will it deliver on climate finance?
COP29: Will it deliver on climate finance?
12 November 2024
With mitigation and adaptation needs running into hundreds of billions of dollars, and public finances stretched, the private sector will need to deliver much of the necessary ‘climate finance’