Article

Investment comment – October 2024

After journeying through a somewhat rocky third quarter, how should investors navigate the remainder of 2024?

Article

Investment comment - July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?

Article

How can we unlock opportunity in a new market regime?

CEO Euan Munro explores how we seek to unlock opportunity for our clients.

Article

Investment comment - April 2024

With the start of 2024 characterised by a synchronised growth narrative, we assess the investment opportunities and risks.

Article

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
Article

Real Return: our 2024 outlook

We assess the investment opportunities.

Article

The evolution of our themes

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

Article

Investment comment - October 2023

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