13/01/2026 Investment Insights Responsible Investment Views 2026 Responsible Investment 2026 examines net flows, stewardship, energy system integration, adaptation, nature finance and AI-driven ESG data—actionable guidance...
14/01/2019 Economy & Markets Investment perspectives for a new regime of returns After two years of positive performance across the board, with almost no asset class in negative territory, 2018 is marking a change of direction, with...
14/11/2018 Economy & Markets What lies ahead for the US economy and markets? The robust performance of the US economy in 2018 has led to the supremacy of US risk assets compared to the rest of the world.
20/09/2018 Equity European Equity: Combining value and quality in this new mar... We believe we have entered a mature stage of the financial cycle amid central bank monetary policy normalisation (more advanced in the US) and decelerating...
6/09/2018 Economy & Markets 10 years after Lehman: A reality check for the future It has been 10 years since the collapse of Lehman marked the beginning of the Great Recession, which threw the global economy into its deepest economic...
6/07/2018 Economy & Markets CIO Insights - Key investment convictions for the short and ... Long-term investing is about the belief that fundamental value exists and that asset class returns tend to mean revert to their equilibrium level and...
9/05/2018 Fixed Income & FX Rethinking fixed income investing when the easy money is com... Core fixed income allocation, usually comprising high-quality government and corporate bonds, has played a relevant role in diversified portfolios over...