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News and insights

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US holds the key to emerging markets' prospects

- 03 OCT 2018

With emerging market assets under pressure on the back of rising US interest rates, a strong dollar and an escalating trade war between the US and China, our equity and bond teams give their opinion on areas to avoid and where pockets of value are emerging.

Equities Emerging markets Fixed income

insight

Duration: In it for the short-haul

Sunita Kara - 02 OCT 2018

Was it just ten years ago that the likes of Hank Paulson and Tim Geithner were household names and strange acronyms such as CDO were common parlance?

insight

Ten years on: The ghost of Lehman

- 01 OCT 2018

We explore the lessons from the global financial crisis and what lies ahead for bond markets.

insight

Tariffed: who are the losers in Trump's trade war?

- 01 OCT 2018

Trump’s tariffs on Chinese imports are stoking market volatility, but there are also longer-term implications for economic growth in the US and beyond.

Global Equities Economic research

insight

Credit investing - bias beware as the cycle turns

Josh Lohmeier - 20 SEP 2018

A sound portfolio construction process is critical to avoiding the pitfalls of behavioural biases, which will become all too apparent as the credit cycle turns, argues Josh Lohmeier.

Fixed income

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Balancing liquidity and flexibility: a DB de-risking dilemma

John Dewey - 13 SEP 2018

As transfers out of UK Defined Benefit (DB) pension schemes reach record levels, John Dewey assesses the implications for pension schemes with alternative income allocations.

Global investment solutions

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Demographics key to the future of real estate

Francois de Bruin - 05 SEP 2018

Real estate investors should focus on global demographic trends to ensure their portfolios stand the test of time.

Global Real estate