Matthew Bullock and Lara Castleton from the Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Actively allocating to thematic equity winners
Global Strategic Total Return Bond – aggiornamento della strategia
Vi invitiamo a guardare Jenna Barnard e Nicholas Ware, Co-Head of Global Bonds e Portfolio Manager, che martedì 25 giugno hanno presentato il loro aggiornamento trimestrale sulla strategia dello Strategic Bond e discusso il posizionamento e la performance, condividendo le loro ultime prospettive di mercato.
A “monetarist” perspective on current equity markets (July 2024)
Monetary analysis suggests a weakening economic outlook; however, a cyclical forecasting framework points to economic growth in H2 2025.
Why you should spend the summer practicing resilience
Three steps to help advisor teams build resilience so they can work together more productively and help provide stability for clients.
Actively allocating to thematic equity winners
Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
UK equities: Labour’s pro-growth plan sparks investor optimism
The possibility the UK will get a Labour government in the wake of the general election (July 4) is all but certain.1 The potential upshot of which will be political stability, a focus on growth, and the promise of warmer relations with Europe, all of which serve as a boon to UK equities, according to
Biotech’s bear market – and early recovery – explained
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
Global Perspectives: Connecting with credit
In this episode, Head of Australian Fixed Interest, Jay Sivapalan, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, discuss the world of credit, from the current market conditions to the nuanced opportunities and risks that lie ahead.
An options-implied analysis of the U.S. presidential election
In light of recent developments in the U.S. presidential campaign, signals embedded in options markets now indicate nearly even odds between President Biden and former President Trump.
Headlines, Deadlines, and Gossip: Wealth planning news you can use
Recent news and developments that can help facilitate wealth planning conversations between financial professionals and their clients.