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Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          Navigating Rates

          Donald Trump poised for White House return

          With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

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          Achieving Sustainability

          Rewiring technology for sustainable growth

          Technology brings new opportunities, but also sustainability challenges. The sector must balance both for an improved sustainability footprint.

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          by Mélissa Bourassi | 21/10/2024

          Navigating Rates

          US elections monitor: policy impact

          All eyes will be on the US elections in November – but the implications for markets could be quite different depending on who wins.

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          by Greg Meier | 21/10/2024

          Quarterly Multi-Asset update - September 2024

          After an eventful few months in the markets – and looking forwards to a potentially volatile final quarter – Greg Hirt, our Global CIO Multi Asset, joins us once again to share his views and convictions on the global economic and market landscape.

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          by Gregor Hirt | 02/10/2024

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          House View Q4 2024: Shifting gears

          What a watershed moment means for investors.

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          01/10/2024

          Global equity outlook with Virginie Maisonneuve

          Virginie Maisonneuve, our Global CIO Equity, joins us again to look at what’s likely to move markets in the coming months.

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          by Virginie Maisonneuve | 25/09/2024

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          Achieving Sustainability

          Leaders and laggards: how ESG data defines both

          Data will power the future of sustainable investing but the amount of available data is vast and growing quickly. We are developing new ways to navigate this data and target positive environmental and social outcomes.

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          by Thomas Roulland , Alex Bibani | 16/09/2024

          Navigating Rates

          Reality check? Why markets are reassessing risk

          Global markets were looking for weaker US data to justify rate cuts by the Fed. But when faced with Friday’s US jobs report they took fright.

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          by Gregor Hirt | 06/08/2024

          Achieving Sustainability

          The underestimated implications of energy transition: stranded assets and the coming “warm war”

          For equity investors, taking sustainability seriously requires a broad perspective – the implications of both climate change, and energy and economic transition, will be more profound that many now realize.

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          by Virginie Maisonneuve , Giles Money | 26/07/2024
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