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The power of divergence
Blog

The power of divergence

We analyse how diverging economies can create opportunities for bond investors with a global mindset.
Paul Brain
01 September 2022
Fixed income, Macro views, Themes
Exploring sustainable innovation with Iceland
Article

Influencing sustainable innovation at Iceland

Our fixed income team engaged with the retailer to discuss palm oil, greenwashing and more.
24 August 2022
Fixed income, Responsible investment, Sustainable
Evolution not revolution: how our macro themes evolve
Blog

Evolution not revolution: how our macro themes evolve

How our macro-focused investment themes have evolved to deal with a changing geopolitical and economic backdrop.
Paul Brain
04 August 2022
Emerging markets & Asia, Fixed income, Global equities, Themes
Global Dynamic Bond
Video

Fixed income – quarterly outlook

Portfolio manager Paul Brain assesses the main factors driving fixed-income markets and the key areas of opportunity.
29 July 2022
Fixed income, Macro views