Fly on the wall

We assess the impact of the UK government’s Autumn Statement on the gilt market.

Have DC schemes and master trusts been unfairly criticised for being too focused on fees and efficiency?

Why we believe effective sustainable engagement requires a truly holistic approach and a focus on quality over quantity.

How do we balance our role as stewards of our clients’ money with our obligations as sustainable investors?

Can bonds once again play a bigger role as part of a well-diversified portfolio?

As UK inflation returns to double digits, we expose the riskiness of cash and examine recent equity performance.

We explain what we would like to see from the participants at this year’s climate-change event in Egypt.

Assessing the UK’s monetary and fiscal predicament.

Exploring agriculture can present one of the best indirect methods to accurately price water, a perpetually mispriced commodity.

In the latest Double Take, we examine the investment implications of the continuing energy crisis enveloping the UK.

We examine how the Russian leader’s actions have affected the market’s risk premium and what might happen next.

We investigate the rapidly evolving world of cryptocurrency compliance as financial institutions plan to expand into digital assets.

We discuss several of the key social impacts of social media, and why they matter to investors.

Global infrastructure securities can hold up as a buffer in this inflationary environment.

Key (and sometimes surprising) findings from a recent trip to Vietnam.

Why we believe the financial industry needs its own transition as it seeks to help companies become sustainable.

After decades of abundant food supply, changes in the agricultural commodity equilibrium may have lasting effects for consumers.

What is the Uyghur Forced Labor Prevention Act and what does it mean for investors?

We analyse potential consequences of new UK fiscal and monetary policy for UK bonds and the wider economy.

We discuss the challenges of accounting for goodwill.

We analyse how diverging economies can create opportunities for bond investors with a global mindset.

We explore the effects of the current macroeconomic environment on the IPO market.

The new energy crisis – food scarcity – presents challenges and opportunities as the world prepares for structural…

The decade-old theme still points to long-term growth opportunities in differentiated areas including enterprise businesses and international markets.

We explore the key investment risks and opportunities associated with the gaming industry.

Energy security and decarbonisation: are they mutually exclusive?

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.

Investment risks are changing in Asia, and income opportunities are rising.

We outline the key ESG issues related to defence and how we integrate these in our investment approach.

How can investors get comfortable with corporate governance in China and broader emerging markets?

We discuss the macroeconomic factors driving the potential return of manufacturing jobs to the US.

We share our key learnings from a recent visit to a vertical farm.

Why deglobalisation and supply shortages are leading to greater government intervention.

We examine the conditions that have led to increasingly high levels of inflation.

The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?

With financial markets remaining turbulent, which sectors and asset classes present opportunities for an unconstrained multi-asset strategy?

We discuss how investors assess and monitor acquisitions.

We examine the potential opportunities emerging as the performance of UK large and mid-cap stocks diverges.

We analyse the steps we believe will be necessary to collectively achieve net-zero global carbon emissions.

We examine how the theme of divergence is creating opportunities for global bond investors in the US market.

We discuss how our global equity specialists are managing the volatility of today’s market landscape.

We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.

We discuss the potential of nuclear energy and how it may fit into the global energy transition.

As conflict continues in Ukraine, we assess the potential investment implications arising from evolving Sino-Russian relations.

We investigate how big tech companies are mining personal data, and how regulators and lawmakers are responding.

We discuss the outlook for infrastructure amid rising inflation and increased demand for income.

We examine the long-term global structural impacts of the Ukraine war and Russia’s pariah status.

We highlight some trends that we believe will influence the sustainable fixed-income market in 2022.