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The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

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Investment comment - October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.

Investment comment - July 2023
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Investment comment – July 2023

After a quarter dominated by AI-related enthusiasm and the rate-hiking cycle, we assess whether economies face a slowdown.

Beyond the boundaries: investment opportunities in a new market regime
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Beyond the boundaries: investment opportunities in a new market regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

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Investment comment – April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

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Investment comment - January 2023

With inflation showing signs of peaking and uncertainty over the path of monetary policy, how should investors respond?