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?

Does Japan's experience provide a roadmap for the rest of the developed world?

Our Real Return team consider the investment backdrop as we head into 2019.

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

Watch our latest quarterly updates from our portfolio managers.

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

Our Real Return team look at the investment backdrop.

An update from the Global Real Return strategy introducing new portfolio manager Andy Warwick.

Our Real Return team considers developments over the last quarter, discussing, among other topics, global trade wars, emerging…

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

Our Real Return team look at the investment backdrop.

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.