Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

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Asset Class - Equity
Asset Class - Fixed Income
Asset Class - Multi Asset
Asset Class - Private Markets
China
Investable Theme - Achieving Sustainability
Investable Theme - Embracing Disruption
Investable Theme - Navigating Rates
Macro
risklab

Navigating Rates

Donald Trump poised for White House return

With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

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Navigating Rates

Bond market view: smooth landing in sight?

The US Federal Reserve’s policy pivot has ushered in a new investment regime that should help provide a near-term floor for risk sentiment

Navigating Rates

CIO roundtable: what can investors learn from a super-election year?

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.