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Investment Outlook – January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Real Return outlook
Article

Global 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

Real Return Team Viewpoint – October 2023

Do recent moves in government bond markets signal mounting headwinds for the global economy?

Article

Investment Outlook – October 2023

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

Defining our approach to net zero
Article

Defining Our Approach to Achieving Net Zero

We set out our approach as we seek to achieve net zero from our financed emissions.

Investment thoughts from our Real Return team
Article

Real Return Team Viewpoint – July 2023

As many forecast an economic ‘soft landing’, we consider why there may be cause for caution.

Investment comment - July 2023
Article

Investment Outlook – July 2023

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

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