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News and insights

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The world will uphold the Paris Agreement, with or without Trump

- 19 JUN 2017

President Trump’s decision to take the US out of the Paris Agreement is a blow, but it will not reverse the global momentum behind the effort to tackle climate change, says Steve Waygood.

Global responsible investments

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Asia-Pacific real estate outlook: all eyes on China

Sandip Bhalsod - 15 JUN 2017

Value is scarce in prime Asia-Pacific real estate markets, but Australian retail could offer opportunities, says Sandip Bhalsod.

Asia Pacific Real estate

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European real estate: diminishing returns

Monika Sujkowska - 14 JUN 2017

Attractive European real estate assets are becoming difficult to find, but opportunities remain for discerning investors, says Monika Sujkowska.

Europe Real estate

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UK General Election: Hung, drawn and slaughtered?

- 12 JUN 2017

The UK general election confounded the predictions of political commentators and bookmakers. Our investment teams assess the potential financial market and economic consequences.

Economic research Multi-strategy

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European equities: this time could be different

- 07 JUN 2017

European equities, weighed down by political concerns, have appeared undervalued for a year. However, with political risk fading and the euro zone economy simultaneously strengthening, that could be set to change.

Equities Europe

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Emerging markets: four ideas to watch

- 07 JUN 2017

Our emerging markets and multi-strategy teams set out key trade ideas over a two to three year investment horizon in the EM universe.

Multi-strategy Emerging markets

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Hard graft: will corruption catch up with South African stocks?

Bryony Deuchars - 15 MAY 2017

The South African government of President Jacob Zuma is engulfed in a corruption scandal, yet the country’s stock market is close to record levels. Equity investors should tread cautiously, says Bryony Deuchars.

Equities Emerging markets