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We examine six prospective investment catalysts for 2026.
We explore the investment opportunities amid a constructive yet fragile backdrop for financial markets.
We discuss the value of risk overlay strategies in an era of tightening market correlations and unique risks.
We explore how applying a dynamic risk-budgeting approach can add value to an investment strategy.
We outline our thinking around the shifting macroeconomic and geopolitical backdrop.
We examine how liquid, diverse strategies and client-centric design can build resilient portfolios in today's environment.
We explore how liquid and dynamic strategies can help investors seize opportunities in a changing and volatile world.
The multi-asset solutions team provides an assessment of the macro landscape.
We outline our thoughts on bonds, equities and alternatives from a multi-asset perspective.
We discuss the consensus ‘Trump trade’ and whether it will hold.
Amid developments in the US and China and continued excitement around AI, we assess the investment outlook.
We assess how political change, indebtedness and growing global competition trends can create opportunities for mixed-asset investors.
We assess the current and potential future impact of inflation, debt and interest rates upon markets.
We discuss why we believe the electric-vehicle (EV) trade is set for a boost.
In a year of geopolitics and elections, there is little point getting caught up in short-term political uncertainty.
The role of investment trusts in portfolios, and how we engage to help improve alignment with their shareholders.
We explain why bonds are now occupying a bigger slice of our mixed-asset portfolios.
We explore how trend-following strategies can be implemented and optimised for investors.
We detail some of the obstacles to unlocking ‘green’ energy opportunities and discuss how investors can navigate them.
What are the key structural trends currently helping to guide idea generation in our mixed-asset portfolios?
How a focus on innovation and technology could help drive food sector returns in 2023.
We discuss the uncertain outlook facing the global economy and financial markets.
We assess the impact of the UK government’s Autumn Statement on the gilt market.
Can bonds once again play a bigger role as part of a well-diversified portfolio?
The music industry has returned to growth thanks to the rise of streaming. Can the momentum be maintained?
We believe alternatives look attractive for income-oriented strategies as the fixed-income rout continues.
We assess the evolving market landscape of the music streaming industry.
There’s more than meets the eye in relation to rising gas prices and their effect on the economy.