Asset Allocation Monthly - A...
We judge the risks to growth as being skewed increasingly to the downside, particularly in the US. We see roughly…
07/06/23
Equity
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White paper
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Article
Graph of the week –...
*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 – Stewardship, the...
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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Podcast
Talking Heads – US equities:...
Geoff Dailey, Deputy Head of US equities, and Andrew Craig, Co-Head of the Investment Insights Centre, discuss recent trends in…
08/05/23
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Podcast
Talking Heads – Secular trends...
How are major global trends such as the drive towards greater sustainability and the reopening of China’s economy working out…
01/05/23
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White paper
Equity outlook – A fragile...
Our latest equity outlook details how some market observers have taken heart from the impending end of the US Federal…
28/04/23