Cross-asset correlations are changing, but how significant is this for investors?
The Investment Multiverse
Strategic Fixed Income: Central banks in 2022 – making long bonds great again Copy
Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.
Closer to Normal? The Outlook for Small-Cap Growth Equities
Can small-cap growth equities return to “smart growth” in 2022?
The Investment Multiverse
Cross-asset correlations are changing, but how significant is this for investors?
Deconstructing sustainable design
The Global Sustainable Equity Team, led by Hamish Chamberlayne, break down sustainable design and explain how the team incorporate it into their investment approach.
Shifting Markets Spur a Re-emergence of Value
As market dynamics shift, investors have begun to appreciate fundamentals again.
UK money trends arguing for MPC inaction
The inflation horse long since bolted and it is risky to tighten into a monetary slowdown, argues Simon Ward, Economic Adviser.
UK Multi Asset Team – long-term expected returns & market assumptions
In this 2022 update, the UK-based Multi Asset Team sets out their expected longer-term returns for 20 major asset classes across equity, fixed income, currencies and commodities, discussing the implication of their forecasts for each asset class.
Opportunities in healthcare in 2022
COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?
Opportunities in Health Care in 2022
COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?