Focusing on the specific outcomes that matter most to today's investor

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 exchange rates. Investors may not get back the original amount invested.

 

 

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Insights

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CVAs and the changing shape of UK retail

- 16 OCT 2018

More retailers are turning to corporate voluntary arrangements to restructure their estates - but a dynamic landscape is no surprise for seasoned real estate investors.

Real estate UK

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Late-cycle equity exposure through convertible bonds

- 12 OCT 2018

The benefits of exposure to a portfolio of balanced convertible bonds are obvious over nearly any long time horizon. During the later stages of an economic and market cycle, however, the rationale for investing in convertible bonds becomes even more compelling.

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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

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Strategic positioning: How should fixed income investors prepare for rising rates?

- 02 OCT 2018

With interest rates on the rise – most evidently in the US but also in countries such as the UK, Canada and India – reducing interest-rate risk is clearly an appealing strategy.

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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?

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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.

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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

WA03025 10/2018