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With a global presence, far-reaching expertise, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand.
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The value of an investment and any income from it can go down as well as up and can fluctuate in response to changes in currency and exchange rates. Investors may not get back the original amount invested.
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Offering exhaustive capabilities and investment excellence across major asset classes.
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Our views
Equities
Once bitten, twice shy: Is there value in tech by avoiding the FAANGs?
30 Oct 2020
The gravity-defying rally in technology shares has led some commentators to draw comparisons with the dot.com bubble of the late 1990s. However, Mikhail Zverev and Alistair Way believe there are still opportunities to be found in some of the sector’s less-fashionable stocks.
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The Little Book of Data
29 Oct 2020
Our annual showcase of the most beautiful, concise and insightful data visualisations we have found in the past year, The Little Book of Data 3 aims to provide investors with a different perspective of the world, helping to bring about more informed decisions.
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Fixed income
US Election 2020: Expect the unexpected
29 Oct 2020
As the US presidential election looms, we explore potential scenarios – from a Democratic “blue sweep” to a Trump re-election to a divided government – and assess the implications for investors.
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Real Assets
Real assets and net zero: Now for the hard part
29 Oct 2020
There is no lack of willingness among investors in real assets to play their part in helping countries reach net zero by 2050. But much needs to change – and quickly, as Laurence Monnier explains.
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Economic Research
Race, ethnicity and investing: Practice what you preach
28 Oct 2020
In the second article in our series on racism, we explain why asset managers need to get their own house in order to be a credible agent for change at the companies they invest in.
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Insurance
Race, ethnicity and investing: A time for action
28 Oct 2020
In the first of a two-part series on anti-black racism, we look at five areas asset managers need to focus on if their engagement efforts are to make a positive difference.
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Fixed income
Global high yield: Stimulus fuels the march of the zombies
27 Oct 2020
Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis?
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Real Assets
Remote working is on the rise, but the office remains indispensable
26 Oct 2020
While the COVID-19 lockdown has highlighted the possibilities of home working, bringing people together in offices is still the best way to spur innovation and productivity, says Jonathan Bayfield.
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Insurance
Prime time: How streaming is reshaping film and TV
22 Oct 2020
The last ten years have seen the film and television industry transform beyond recognition. In the latest instalment of our editorial series, Link, experts from our credit and equity teams discuss whether streaming will continue its inexorable reshaping of the media landscape.
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Equities
Turn and face the change: How to invest dynamically in an uncertain world
21 Oct 2020
Equity markets are slow to price in the implications of change. This creates opportunities for dynamic, style-agnostic investors to take advantage, argue Caroline Galligan and David Cumming.
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Economic Research
Suga rush: Can Japan’s new PM deliver on reform promises?
20 Oct 2020
Former Chief Cabinet Secretary Yoshihide Suga has replaced Shinzo Abe, Japan’s longest serving prime minister. As he faces the twin challenges of leading the country out of a pandemic and pushing through much-needed structural reforms, what can investors expect from the new administration?
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Real Assets
Overcoming underwriting obstacles in a pandemic and beyond
16 Oct 2020
The near-term disruption caused by the coronavirus has been testing for real estate borrowers seeking finance and originators. Gregor Bamert explains why new deals are still possible for those able to look through short-term uncertainty.
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Multi-asset & multi-strategy
Multi-asset allocation views: Changing seasons, changing dynamics
15 Oct 2020
After a strong summer, conditions are changing in asset markets. Sunil Krishnan assesses the risks and opportunities for investors.
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Insurance
Home and leisure in a pandemic: Girls (and boys) still want to have fun
13 Oct 2020
From cinemas to cruises, the consumer-driven home and leisure sector was hit hard by lockdown restrictions. With economies reopening in a disjointed manner, some sub-sectors have rebounded quickly while others continue to struggle. Here, we look at how the pandemic is reshaping the industry and the implications for investors.
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Multi-asset & multi-strategy
Short story: Why Fed action could be bad news for the dollar
12 Oct 2020
With US real interest rates sinking ever more deeply into negative territory as the Fed signals it is on hold for a prolonged period, the outlook for the dollar is bearish for the first time in a decade, argues Mark Robertson.
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Real Assets
When equity becomes debt: The untapped potential of amortising-lease real estate
9 Oct 2020
Pension schemes seeking alternatives to bonds may find amortising leases a compelling option, writes Luke Layfield.
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