Insights

Fixed Income Global Fixed Income Strategy Monthly Report

Discover our Global Fixed Income Strategy Monthly Report, we offer an outlook for interest rates and currencies and look at which fixed income assets are favoured across a range of market environments.

ETF How does a swap-based ETF work?

ETFs replicate benchmark indices in different ways: physically, and synthetically – also known as a swap-based approach. Find out how a swap-based ETF works.

Markets and Economy Value versus growth: Is it time for value?

Value investing is expected to enjoy a renaissance as the decades-long downtrend in bond yields is finally over. Find out more.

ETF When does a swap-based approach gain an advantage?

Investment Outlook Fixed Income: A strong case for bonds

As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.

Investment Outlook Equities: A growing case for diversification

While 2025 brought uncertainty, the aftermath also brings new opportunities for the year ahead. Our experts discuss the potential this new landscape may bring in 2026.

Investment Outlook Real estate: Navigating short-term volatility with long-term assets

To optimise income yield and growth, we look for opportunities that are supported by long-term structural demand drivers, or where active management can enhance cash flows.

Investment Outlook Private credit: Attractive risk-adjusted return potential in the new year

The private credit market delivered strong returns in 2025. Can investors expect the same in 2026? Our experts discuss where they’re seeing potential for compelling risk-adjusted returns.

Asset allocation Quarterly Global Asset Allocation 2026 Outlook

As economies show resilience, selectivity and care remain critical for bond investors figuring out where to take duration risk and how to think about returns.

ETC ETF Snapshot: Second biggest month for ETF flows

October posted the second-highest flows after September’s record, with US equities surging and fixed income ETFs hitting an all-time high.

Private credit Understanding CLOs: A guide to collateralised loan obligations

Discover how Collateralised Loan Obligations (CLOs) can offer portfolio diversification, active management, and access to resilient leveraged loans for professional investors.

ETF A new approach to investing in AAA-rated CLOs

Unlocking access to a growing asset class with actively managed ETFs.