Why we believe the post-Covid recovery will be different from the post-financial crisis period.

How we consider climate change in the Global Real Return and Sustainable Real Return strategies.

We unpick the cozy consensus on inflation

Seeking out structural growth opportunities against an evolving backdrop.

From 'peak inflation' to second-half slowdown? Our Real Return team discuss the investment backdrop.

With an unsupportive backdrop for government bonds, we explore other tools to help dampen volatility and preserve capital.

With protectionist measures on the increase globally, we discuss some of the opportunities and risks for investors.

Investors hoping 2021 would be smoother sailing than 2020 would have been left disappointed by the opening quarter.

With the gold price trending lower in recent months, we assess the outlook for the precious metal.

With the cryptocurrency increasingly in the spotlight, we consider its role in a multi-asset portfolio.

Will inflation finally re-emerge in a post-pandemic recovery, and how can a balanced portfolio prepare for it?

We consider why the US equity market has made such strong advances in a highly uncertain environment.

As policy intervention ratchets up to new levels in response to Covid-19, what are the implications for investors?

We look at three macro trends that investors need to be aware of.

We discuss the outlook for the precious metal.

We analyze how the pandemic is shaping key trends affecting the investment landscape today and in the future.

Could the US election outcome and hopes of an imminent Covid-19 vaccine keep markets trending upwards?

There are significant risks on the horizon, but we believe opportunities are emerging.

Our Real Return team considers the investment backdrop.

We provide our macro outlook for the second half of 2020.

As the world slowly emerges from the pandemic, we assess the technology sector’s shifting attitudes to ESG issues.

We assess the potential impact of an unprecedented US fiscal stimulus package on markets.

Coronavirus-induced volatility continues to plague markets, but are there some tentative early signs of recovery?

How does the spread of coronavirus affect the global investment outlook?

Does recent Federal Reserve activity hint at what lies ahead for US monetary policy?

With financial markets threatening to bounce the Fed into a fresh easing cycle, we give our perspective.

Gold can be hard to decipher as an investment. How should you go about understanding this tricky commodity?

Modern Monetary Theory is gaining traction among policymakers, but what are the possible consequences for investors and markets?

How the property market continues to dominate the cyclical ups and downs of China’s economy.

A new ‘post-globalization’ era may have major implications for investors.

With consumer price inflation remaining subdued despite extreme monetary policies, should investors still worry about inflation risk?

With a decade of financial excess now behind us, the risks appear skewed to the downside.

Trade confrontations may dominate the headlines, but deeper structural concerns are driving market movements.

We evaluate the current inflationary backdrop through the lens of our ‘fire risks’ investment theme.

Why we think this cycle has a significant chance of ending with a bang rather than a whimper.

While many argue against the current economic cycle being a rerun of the last, we beg to differ.

Have we seen an extended cyclical bull market or sustainable secular expansion?

Is it time for central banks to disregard CPI as a guide for determining monetary policy?

Trump’s promises, a questionable economic recovery and how to navigate them.

As central banks start to withdraw liquidity support, can risk assets continue their strong run?

Why all infrastructure investment opportunities aren’t created equal.