Recent thinking
Fixed income
Reform: A route to resilience in emerging markets?
13 Jan. 2020
Following a series of IMF meetings in Washington, D.C., Carmen Altenkirch and Dariusz Kedziora discuss their views on how reform prospects may shape emerging market debt.
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Fixed income
Could the euro zone periphery head off the rails again?
2 Apr. 2019
Almost a decade on from the sovereign debt crisis, we explore whether the euro zone’s peripheral economies have materially improved or old vulnerabilities will again become apparent as growth slows.
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Equities
A matter of taste
6 Feb. 2019
As breakthroughs in nutritional science challenge assumptions that have driven global food producers to create products loaded with salt, sugar and hydrogenated fat, the industry looks ripe for disruption.
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Responsible Investing
Cool off: could proposed Dutch legislation diminish corporate accountability?
Dutch legislators seem intent to push ahead with controversial proposals intended to rein in shareholder activists and make hostile takeovers more difficult, as Louise Piffaut explains.
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House View
A quarterly publication which encapsulates the thinking of our investment team.
Executive Summary
A summary of our outlook for economies and markets.
Key investment themes and risks
The six key themes and risks which our House View team expect to drive financial markets.
Macro forecasts: charts and commentary
Our round-up of major economies; featuring charts and commentary.
Global market outlook and asset allocation
What our House View means for asset allocation and portfolio construction.