real return

CEO Euan Munro explains why key boundary conditions make it important to challenge the norms of multi-asset investing.

As central banks attempt to curb inflation, are they hiking economies into recession?

How our Real Return team seeks to find long-term growth opportunities amid prolonged market volatility and rising inflation.

We discuss how the Russia-Ukraine crisis has accelerated the trend of deglobalisation, and the implications for investors.

Is inflation starting to run too hot, and what are the implications for policymakers, economies and investors?

We pick out the potential implications across the investment landscape of faster changes in consumer prices.

We discuss interest rates, inflation, and China’s regulatory crackdown.

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