Recent thinking
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Pounds, pence and chocolate bars: Three idioms to live by when investing for children
3 Sep 2024
Investing on behalf of your children can be a great way to give them a head start in life. But in an uncertain market environment, and with myriad investment options out there, it can be difficult to know where to start. In this article, Dominique Ellis, CFA, offers some key pointers.
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Nothing to fear: Sustainable investing trade-offs
19 Jun 2024
Sustainable investing, and the supposed trade-offs involved, have been a topic of heated debate. But trade-offs are a fundamental part of all types of investment; the key is to be clear about your objectives, as Mirza Baig explains.
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Multi-asset allocation views: Three faces of reflation
6 Jun 2024
Reflation – another word for increasing economic activity, with an undertone that inflation isn't consistently falling – has been the dominant theme for investors so far in 2024. Sunil Krishnan explores how it is affecting bonds, equities and commodities.
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Multi-asset allocation views: Cutting through the noise
27 Sep 2023
Financial markets have hit the headlines several times in recent weeks. Sunil Krishnan explains how taking a long-term view can help multi-asset investors cut through the noise.
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Bond investing: Five things to know about fixed income
15 Sep 2023
In this article, we explain key concepts of bond investing, such as yield and duration, explore the role of bonds in investment portfolios and look at the current state of the bond markets.
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The cash conundrum: Five things to know about cash, saving and investing
14 Sep 2023
In this article, we explore the logic behind holding assets in cash, the difference between saving and investment, and why a longer-term focus may help investors achieve their objectives.
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Multi-asset allocation views: A silver lining for gilts
4 Aug 2023
UK gilts have underperformed other government bonds over the last year. Sunil Krishnan explains why the worst may be over.
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Multi-asset allocation views: An emerging direction
29 Jun 2023
With economies getting stronger and interest rates nearing their peak, the environment looks supportive for equity and bond markets, but emerging markets face challenges. Sunil Krishnan assesses the implications for multi-asset investors.
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Confronting a permacrisis? The intersection between antimicrobial resistance, climate change and biodiversity loss
23 Nov 2022
Will a warmer and less biodiverse world give pathogens new opportunities, and do we have the tools to confront disease? This report discusses the complex intersection of three planetary crises and calls for urgent action to slow resistance to antimicrobial drugs – an obvious public health emergency.
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Is stagflation set to make an unwanted return?
1 Jul 2022
A growing chorus of experts are warning of the return of stagflation – periods of high inflation with low or negative economic growth.