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

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.

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.

Investment comment - July 2023
Article

Investment comment – July 2023

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