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

Real Return: our 2024 outlook

We assess the investment opportunities.


The evolution of our themes

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


Investment comment - October 2023

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

Investment comment - July 2023

Investment comment – July 2023

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


Investment comment – April 2023

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