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

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

Why we believe using themes to guide an investment process can help to deliver long-term sustainable returns.

Portfolio manager Scott Freedman explains how sustainable investments can be less vulnerable in a crisis.

Key trends that will help to shape the growth of the sustainable fixed-income market in 2021 and beyond.

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

We discuss the outlook for cyclical stocks.

How a multi-asset credit approach could help investors seeking better yields and diversification.

Catherine Gill assesses the sustainable investment choices for DC schemes

Investors should be mindful of structural challenges posed to income generation as a result of rapid thematic change.

As demand for plant-based meat grows, we consider the health and investment implications.

Catherine Doyle explains why a further reduction in the DC charge cap could be detrimental to members' outcomes.

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

We examine how the pandemic might pave the way to a more sustainable future.

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