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Real Return: Navigating 20 years of evolving markets

We reflect on the highly varied and unpredictable backdrop navigated by the Real Return strategy since its inception.

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Investment comment - January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Real Return outlook
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Real Return: our 2024 outlook

We assess the investment opportunities.

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The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

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Investment thoughts from our Real Return team - October 2023

Do recent moves in government bond markets signal mounting headwinds for the global economy?

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Investment comment - October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.

Investment thoughts from our Real Return team
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Investment thoughts from our Real Return team – July 2023

As many forecast an economic ‘soft landing’, we consider why there may be cause for caution.

Investment comment - July 2023
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Investment comment – July 2023

After a quarter dominated by AI-related enthusiasm and the rate-hiking cycle, we assess whether economies face a slowdown.

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Investment thoughts from our Real Return team – April 2023

What was behind the recent banking turmoil and what are the implications for the market outlook?

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Investment comment – April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.