While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

What a difference a year makes.

We believe in the attractiveness of the global natural resource sector and its place in a well-diversified portfolio.

Investors face heightened uncertainty from rising inflation, tighter monetary policy and Russia’s invasion of Ukraine.

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalization, and the implications for investors.

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

Markets contemplate whether policymakers can engineer a ‘soft landing’ to ease inflationary pressures without stifling the rebounding economy.

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

Our Real Return team considers the investment implications of higher inflation and a central-bank regime shift.

As China’s economy and geopolitical influence continue to grow, what are the threats and opportunities for investors?

We discuss the value creation and disruption caused by digital transformation, and the related investment implications.

Inflationary pressures and China-related concerns dented an improving picture during the third quarter.

We discuss interest rates, inflation, and China’s regulatory crackdown.

We outline some areas of unusual change that are relevant for the investment landscape in emerging markets.

A promising macro backdrop and robust earnings growth suggest that the value rally has further to go.

Seeking out structural growth opportunities against an evolving backdrop.

From 'peak inflation' to second-half slowdown? Our Real Return team discuss the investment backdrop.

We examine the evidence for an impending consumer boom against a backdrop of remarkable parallels to the late…