Our emerging-markets team explain their investment process and reveal some of their favorite long-term growth stories.

Seeking out structural growth opportunities against an evolving backdrop.

Optimism and recovery dominated investor sentiment during a quarter in which the inflation debate remained center stage.

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

Tackling climate change: How did we get here?

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Government-bond investors experienced a challenging three months as worries over the outlook for inflation continued to grow.

Investors hoping 2021 would be smoother sailing than 2020 would have been left disappointed by the opening quarter.

Bond markets have endured a tough year. We discuss the inflation threat and where to find best value.

We explore three long-term structural growth stories in emerging markets.

We look at recent academic work that underpins the effectiveness of global equity-income investing.

Finding fixed-income solutions in a yield-hungry world.

Why equity-income investing has underperformed recently, and why we believe the outlook is more positive.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

While Covid-19 meant that new-year fireworks celebrations were scaled back, markets saw some pyrotechnics during 2020’s final quarter.

We consider why the US equity market has made such strong advances in a highly uncertain environment.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We look at three macro trends that investors need to be aware of.

We discuss the outlook for the precious metal.

A focus on two more of our primary investment themes: ‘state intervention’ and ‘healthy demand’

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.

A focus on three of our primary investment themes: ‘Earth matters’, ‘consumer power’ and ‘China influence’.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

We assess the implications of Joe Biden’s US presidential election victory.

We discuss how bond markets have responded to the US election.

The outlook for inflation, and a focus on sustainable fixed-incoming investing.

For much of the quarter, financial markets appeared to have returned to business as usual.

There are significant risks on the horizon, but we believe opportunities are emerging.

Our Real Return team considers the investment backdrop.

How the monetary and fiscal response to Covid-19 is reshaping bond markets.

Why we believe the post-pandemic economy will take some time to get back to pre-crisis levels.

Equity markets appeared at times to be detached from reality as they rebounded strongly during the second quarter.

Our Real Return team considers the investment backdrop.

We provide our macro outlook for the second half of 2020.

How is the pandemic changing global trends?

How will Covid-19 shape the post-pandemic investment landscape?

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

Our dynamic thematic framework helps identify structural growth opportunities created by rapid urbanization.

The global liquidity party remains very much in evidence, despite the Norwegian central bank’s latest rate hike.

Improvements sparked by the advent of the plough help to inform our view that trade wars produce no…