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White paper

Portfolio perspectives

A practical handbook – Adjusting...

For many investors, taking the actual and likely effects of climate change into account when shaping portfolios is now a…

By Thibaud Clisson & other authors

05/07/24
Podcast

Portfolio perspectives

Talking Heads – Natural capital:...

In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer.…

By Maxence FOUCAULT & other authors

02/07/24
Podcast

Portfolio perspectives

Talking Heads – The case...

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has…

By Mark Richards & other authors

25/06/24
Podcast

Portfolio perspectives

Talking Heads – Taking an...

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss…

By Luca Pagni & other authors

18/06/24
Article

Portfolio perspectives

Monthly Market Viewpoint – Goldilocks,...

The US economy has recently experienced the benign combination of steady growth and slowing inflation; a sort of renewed ‘Goldilocks’.…

By Daniel Morris

14/06/24
Podcast

Portfolio perspectives

Talking Heads – Short maturity...

With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the…

By Stef Abelli & other authors

11/06/24