Talking heads – What is...
Sergey Pergamentsev, head of Institutional Structured Management in the Multi Asset Quantitative and Solutions team, and co-head of the Investment…
05/12/22
Portfolio perspectives
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Podcast
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White paper
A fresh look at thematic...
Thematic strategies have had a challenging time in 2022, with many factors combining to unsettle markets. Higher inflation, greater geopolitical…
05/12/22
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Article
Babies and bath water: Is...
The groans of despair heard from multi-asset portfolio managers lament the positive correlation between equities and bonds we have seen…
30/11/22
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Podcast
Talking heads – Bonds are...
The sell-off in bond markets this year has driven yields to levels that merit closer attention, says Victoria Whitehead, senior…
28/11/22
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White paper
Investment Outlook 2023 – Investing...
In our 2023 Investment Outlook, we seek to guide investors at a pivotal moment for the global economy. Surging inflation…
22/11/22
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Podcast
Talking heads – Asset allocation...
Slower growth (and eventually, lower rates of inflation) will likely come in 2023 thanks to restrictive central bank monetary policy.…
22/11/22