Recent thinking
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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The ties that bind the future of Europe
Brexit continues to dominate headlines in the UK, but the European Union faces other long-term challenges, from the rise of Euroscepticism in Italy to the stalled progress of euro zone reform. What’s next for the EU?
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Equities
Trading places why southeast Asia could benefit from US China spat
Trade wars have disrupted supply chains and weighed on stock performance in emerging markets. But as manufacturing companies shift production away from China to evade tariffs, some of its neighbours have spotted an opportunity.
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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.