Multi asset update US equities back to neutral after early sprint
Following a strong new-year rally in US equities, we have taken profits on the long position we held in the…
21/02/23
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Insights 1776
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Article
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Podcast
Talking heads Bold stewardship to achieve ESG objectives
As elsewhere, recent years have seen a rise in the importance accorded by investors in Asia to allying their investments…
20/02/23
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Article
Weekly market update West/East divide
‘Stagflation’ – stubbornly high inflation and weakening economic growth – is the cause of a monetary policy dilemma for the…
16/02/23
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Podcast
Talking heads The strategic case for investing in private assets
Given concerns about a secular rise in inflation and higher policy rates, in addition to question marks about the capacity…
13/02/23
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Video
Green hydrogen - The energy of the future
The development of green hydrogen as an energy source of the future offers numerous investment opportunities linked to the energy…
10/02/23
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Article
Weekly market update Markets race ahead, riding for a fall?
2023 to date has seen financial markets race higher. Valuations of equities, bonds and risky assets generally have rallied on…
09/02/23
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White paper
Asset allocation monthly - Not so fast
The surge in equities and fall in long-term bond yields so far this year suggests investors have been buying into…
07/02/23
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Podcast
Talking heads Emerging market equities: its all eyes on the Chinese consumer
Given China‘s pivotal role as the world’s second-largest economy, its recent refocusing on lifting growth should be a tailwind for…
06/02/23
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Video
Green hydrogen - The energy of the future
The development of green hydrogen as an energy of the future is now undoubted and offers numerous investment opportunities linked…
06/02/23
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Podcast
What to look for when allocating assets in 2023
Listen to our quarterly asset allocation podcast with global head of multi-asset Maya Bhandari and chief market strategist Daniel Morris.…
03/02/23