From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
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.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
Portfolio Manager Tom O'Hara discusses favourable geopolitical dynamics and a potential cyclical recovery for European equities in 2025.
Should investors consider allocating more to liquid alternatives in an era where disruption might become the norm?
Signals embedded in options markets indicate essentially a toss-up, with a very slight edge for former President Trump.
Our view on how enhanced index strategies can help make passive investments work more efficiently in investors’ portfolios.
Convertible bonds are back in vogue, after being sidelined in investors’ portfolios since 2022. But why? And for how long?
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
With M&A activity showing signs of a potentially significant revival in 2024, David Elms, Head of Diversified Alternatives, and Julius Bird, Client Portfolio Manager, discuss what this could mean for investors allocating to alternatives.
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?
An economic downturn presents challenges for markets but could the risks already be priced in? Our Market GPS mid-year outlook PDF explores portfolio positioning considerations.