Talking Heads Peak rates or not, consider jumping the gun
While the question of peak US policy rates remains unresolved, it could be prudent for investors to start preparing for…
31/07/23
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Insights 1758
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Podcast
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Article
Private asset allocations in open-ended funds
Allocating to private assets in open-ended funds can offer investors benefits such as diversification, but there are drawbacks, too, like…
28/07/23
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Article
Weekly Market Update G3 central banks and Chinas Politburo deliver policy decisions
A summer central bank bonanza this week with, in the space of five days, policy decisions from the G3 central…
27/07/23
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Article
Mid-Year Update Getting the yield curve wrong
Many investors have been puzzled for most of this year by an inverted US yield curve, which along with economist…
26/07/23
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Article
Voting policy remains demanding in pursuit of sustainable world
Reflecting our strict stewardship approach, we continue to use our influence through voting at shareholder meetings to advance a more…
25/07/23
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Video
Asset Allocation Video A recession around the corner, or stagflation?
Signals from fixed income and equity markets on the outlook and an answer to the question of recession or no…
24/07/23
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Podcast
Talking Heads Where do we stand on sustainability?
Sustainability is front and centre in all aspects for our activity as an asset manager. Each year we update investors…
24/07/23
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White paper
Fixed Income Outlook Shifting narratives
Market narratives have been shifting rapidly. We have gone from speculation that rate hikes by US Federal Reserve had begun…
21/07/23
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Article
Weekly Market Update Mixed bag
Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery, while…
20/07/23
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Article
Investing for an ESG-positive retirement with private assets
With regulators raising the bar for pension funds on sustainability and ESG-related investing, Timothy Li explores how funds can make…
19/07/23