Multi Asset
Currency Conundrum
Discover how currency fluctuations can mean the return investors get from overseas investments can be different to local investors. Find out more.
12 December 2022
Multi asset
Multi Asset
Multi asset mid-year outlook: Slower growth ahead. But it’s not all bad news for the global economy
Our Multi Asset team shares its outlook for the second half of the year. How will the growth-inflation trade-off pan out? Should we expect a recession? And is there any good news on the horizon for the global economy?
27 July 2022
ESG
3D investing: adding a third dimension to traditional investing
ESG factors are often approached in this two-dimensional landscape of risk and return but the key issue is that ESG factors are a third dimension for funds and should be measured as such. So, when you ask a fund manager about the responsibleness or ESG-ness of a fund, shouldn’t you receive details on ESG as well?
12 November 2021
Economy
UK inflation insights
This morning’s Consumer Price Index (CPI) announcement revealed that UK inflation dipped last month, despite still being well above the Bank of England’s two percent target. We sat down with Neville Pike (UK Equities Product Director) and Georgina Taylor (Multi Asset Fund Manager) to hear their thoughts.
20 October 2021
Multi Asset
Bonds: shaken not stirred
Do rising yields signal the end long-term bond bull market that began 40 years ago?
22 March 2021
Multi Asset
Investing beyond Brexit – Multi Asset opportunities
Uncertainty has weighed on UK assets since the Brexit referendum back in 2016. The broad issues are threefold: What will be the ultimate impact on growth, will consumers and companies have to absorb higher costs via tariffs and thirdly will foreign inflows into the UK wane in light of our separation from the EU. These three issues will impact all UK asset types – equities, bonds, currency and inflation.
15 December 2020
