Do not tar US small caps with the broad market brush
While the natural reaction of US equity investors faced with rising interest rates and the threat of a recession may…
11/05/22
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Insights 1776
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Article
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Video
Targeting environmental solution providers (video)
Ulrik Fugmann, co-head of the Environmental Strategies Group, believes investing to benefit the environment means targeting solution providers in need…
10/05/22
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Equity turmoil in the wake of rising bond yields
The combination of the uncertain path of the Ukraine conflict, heavy-duty lockdowns in China in response to the Omicron surge…
10/05/22
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Podcast
Talking heads Introducing private equity impact investing
Private equity impact investing offers investors access to an attractive asset class that can help diversify a portfolio and earn…
09/05/22
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Article
Asset allocation highights Adjusting to downside risks to earnings
Different factors have been driving the main equity markets: For US stocks, the question is whether rising real yields will…
06/05/22
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White paper
Asset allocation monthly - Downside risks to earnings especially in Europe
The tug of war between rising real yields and slowing earnings growth remains a feature of US equity markets, while…
06/05/22
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Article
Sustainable Asian cities: A compelling - and urgent - investment opportunity
In their white paper, “Sustainable Asian cities – preparing now for the future”, our Emerging Markets Debt team and Sustainability…
06/05/22
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White paper
Sustainable Asian cities Preparing now for the future
In this white paper, our Emerging Markets Fixed Income team and Sustainability Centre spell out the reasoning behind a new…
06/05/22
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Article
Weekly investment update Central bank policy tightens while risk shifts
The Federal Reserve has raised its benchmark policy rate by a sizeable 50bp to rein in robust inflationary pressures, confirming…
05/05/22
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Video
Asset allocation video Downside risks to earnings, especially in Europe
Expectations of persistent inflation leading to tighter central bank monetary policy are likely to continue to weigh on fixed income…
05/05/22