macro views

Andy Warwick and Aron Pataki assess the market outlook and discuss where they see opportunities.

Paul Markham discusses how recent bank failures have affected the outlook for equity markets.

Alison El-Araby and Sarah Dickson discuss why the outlook remains cautious despite a relatively positive start to 2023.

Paul Brain assesses what volatility means for fixed-income markets and explores the key areas of opportunity.

Portfolio manager Jon Bell considers the key structural changes driving markets and the outlook for equity income.

Learn about what has happened to income and the opportunities in charity portfolios

Understand the three implications of the changing globalisation pattern for charity investors.