Our Real Return team considers the investment backdrop

Why an actively managed, global multi-asset strategy could prove valuable in a distorted and uncertain financial backdrop.

Our Real Return team considers the investment backdrop.

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?

Why we continue to see potential for lower returns to combine with considerable volatility.

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

Our Real Return team considers the investment backdrop.

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?

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.

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.