real return

We discuss how we are navigating net zero in our portfolios to achieve real-world decarbonisation.

Energy security and decarbonisation: are they mutually exclusive?

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

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

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

With tight supply and growing demand, we discuss the outlook for copper.

Why we believe the post-Covid recovery will be different from the post-financial crisis period.

We unpick the cosy consensus on inflation.

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We discuss the outlook for the precious metal.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

There are significant risks on the horizon, but opportunities are emerging.

Why we believe a further reduction in the DC charge cap would be detrimental to members’ outcomes.

We provide our macro outlook for the second half of 2020.

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

How does the spread of coronavirus affect the global investment outlook?

Does recent US Federal Reserve activity hint at what lies ahead for US monetary policy?

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

A new ‘post-globalisation’ era may have major implications for investors.

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Have we seen an extended cyclical bull market or sustainable secular expansion?

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Trump’s promises, a questionable economic recovery and how to navigate them.

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Has a long-held central-bank assumption on what triggers inflation become obsolete?

High hopes of a President Trump-sponsored injection into global growth have taken a hit.

Theresa May’s decision to call a snap election looks to have put the UK on the back foot.

Why all infrastructure investment opportunities aren’t created equal.

Strong markets and data point to confidence in economic recovery, but scratch the surface and a darker picture…

The French presidential election will provide the next opportunity to measure the progress of global populism.

Many investors appear to believe Donald Trump can deliver a Reagan-like reform agenda, but change will not be…

Why do so many investors believe Trump can transform the US economy, and are they right?

The Federal Reserve raises rates, and forecasts further increases in 2017, but is it getting carried away?

15 snapshots of our 2016 investment conference

Why ‘2’ may not hold the magical properties central bankers believe it does.

Policymakers may want to stop and check their engine rather than keep pushing on.

Despite the palliative of loose monetary policy, the challenges of the global debt burden remain.

What would a permanent return to a positive equity/bond yield gap mean for investors?

State intervention is gaining pace in the corporate sector.

Looking past the headlines at the effect of the EU referendum on equity markets.

The combination of financialisation and the numbers of displaced investors anaesthetised to risk is causing us concerns.

Japan dodges recession in Q1, but there’s still good cause for Japan’s policymakers to feel deflated.