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The Evolution of Our Themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

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Real Return Team Viewpoint – October 2023

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

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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
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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
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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
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Investment Outlook – July 2023

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

Beyond the boundaries: investment opportunities in a new market regime
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Beyond the Boundaries: Investment Opportunities in a New Market Regime

CEO Euan Munro explores opportunities amid a changing structural backdrop and as market conditions have evolved dramatically.

Dynamic Equity and the New Regime
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Dynamic Equity and the New Regime

Lower fundamental and macro expectations have resulted in defensive positioning.

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Real Return Team Viewpoint – April 2023

What was behind the recent banking turmoil and what are the implications for the market outlook?

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Investment Outlook – April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.

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