Seeking out structural growth opportunities against an evolving backdrop.

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

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

Is India ready for a China-style take-off?

Government-bond investors experienced a brutal 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.

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.

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

Our Real Return team considers the investment backdrop.

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

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.