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.
Are higher interest rates opening the door to stock selection again in 2024?
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.
How can investors use the equity repo market as part of a balanced risk-adjusted allocation to alternatives?
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.