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UK recession: what next?

19 February 2024
Why an upturn looks likely and what that could mean for markets.

2024 Global Real Estate Outlook

15 February 2024
What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.

How far will interest rates fall?

12 February 2024
Discussing the extent of cuts and the implications for markets?

Investment conclusions from 2023’s clean energy sell-off

7 February 2024
The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.

Small wonder: the case for global small cap

5 February 2024
We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.

Interest rate cuts delayed

5 February 2024
Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.

ESG Viewpoint: Investing in a Just Transition

31 January 2024
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.
Template is not defined.
Template is not defined.

UK recession: what next?

19 February 2024
Why an upturn looks likely and what that could mean for markets.

2024 Global Real Estate Outlook

15 February 2024
What's in store for real estate in 2024? Global megatrends and financial conditions will impact returns and sector allocation.

How far will interest rates fall?

12 February 2024
Discussing the extent of cuts and the implications for markets?

Investment conclusions from 2023’s clean energy sell-off

7 February 2024
The clean energy index had a tough 2023, but we believe there was an overreaction in markets that didn’t appreciate the nuance of the energy transition.

Small wonder: the case for global small cap

5 February 2024
We believe the small cap market offers exposure to quality global companies with diverse earnings drivers and potential for resilience, regardless of the the macroeconomic backdrop.

Interest rate cuts delayed

5 February 2024
Central bankers have been pushing back on expectations for early interest rate cuts. Steven Bell discusses the likely timing and extent of cuts.

ESG Viewpoint: Investing in a Just Transition

31 January 2024
It’s essential we consider the social dimension as we transition to a low carbon world. We explore the investment implications of a Just Transition.

Carbon capture and storage: opportunities in a burgeoning market

30 January 2024
CCS has the potential to play a major role in delivering ambitious emission-reduction targets. We run the rule over the marketplace

Weekly macro perspectives: China & Japan – will the divergence persist?

29 January 2024
Japanese equities have enjoyed a period of outperformance over their Chinese counterparts. But after recent policy announcements in China, is that trend set to continue?

Are interest rates cuts in jeopardy?

22 January 2024
Talk of early 2024 US rate cuts, which spurred a strong rally in bonds and equities globally, has seen a significant reversal.
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