Weekly Market Update - It's all about the journey
Economic data continues to point in opposing directions, as do markets, with equities seeming to price in a recovery while…
25/05/23
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Insights 1758
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Article
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Article
Graph of the week Why arent emerging market equities outperforming with China reopening?
*Includes internet retail, media & entertainment, and interactive media. The outperformance this year of developed market equities relative to their…
23/05/23
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Podcast
Talking Heads Offence or defence in multi-asset portfolios?
Signals of where we stand in the economic cycle are distorted as the global economy emerges from the unprecedented combination…
22/05/23
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White paper
Fixed income outlook - Room for a pause in the UK
The outlook for the UK economy is challenging. It has hardly grown since last spring. In the near term, lower…
22/05/23
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Video
International Day for Biological Diversity 2023 Building back biodiversity
The theme of this year’s Biodiversity Day is “From Agreement to Action: Build Back Biodiversity” which builds on the results of COP…
18/05/23
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Article
Weekly Market Update Murky economic outlook for the eurozone
Significant headwinds from tighter monetary and fiscal policy are starting to slow growth in the eurozone. However, the labour market…
18/05/23
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Article
Where the opportunities lie in real estate debt
Real estate lending can offer several important qualities to institutional investors through the current uncertain environment – and into the…
17/05/23
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Podcast
Talking Heads Stewardship, the power of persuasion
On behalf of our clients, we act as a steward for the companies in which we invest, to encourage better…
15/05/23
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White paper
Fixed income outlook - Eurozone regains some lustre
We believe the European banking sector is fundamentally sound. Tighter regulation of banks than in the US suggests to us…
15/05/23
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Article
Green hydrogen - You may not smell it, but it is coming
It is green as well as colourless; vaporous, not vapid; fluid, yet powerful. Green hydrogen is all those things and…
12/05/23