Why portfolio volatility is a risk for investors and how to help mitigate this risk.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Hamish Chamberlayne discusses the challenges faced in sustainable investing and the long-term opportunity.
Andy Acker and Dan Lyons share their outlook, saying a rapid pace of innovation and attractive valuations could propel the sector higher.
Hamish Chamberlayne, Head of Global Sustainable Equities, presents his outlook for 2024 and outlines the long-term secular growth opportunities for the asset class.
Portfolio Manager Oliver Blackbourn considers the potential ramifications of the conflict between Israel and Palestine at a geopolitical level, giving some insight into how markets have responded thus far.
Are US growth stocks close to a peak after what has been stellar performance thus far in 2023?
How much of a role can a liquid alternatives strategy play in a world of heightened geopolitical uncertainty, inflationary pressures, and dramatic changes in monetary policy?
This year’s bond market stress is a warning sign to other asset classes and the real economy.
A turbulent year for both stocks and bonds may hold some silver linings.
The traditional 60% stock/40% bond allocation suffered deep losses during the first half of 2022, but that doesn’t mean it’s time to give up on a diversified portfolio.