Recent thinking
Calibrating cycles: Why life and market cycles don’t always align and what to do about it
30 Oct 2019
Markets and our personal finances rarely march to the same beat. In this this piece, Francois de Bruin highlights some investment strategies for successfully navigating the retirement journey.
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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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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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Quarterly update on drivers in Real assets - Q2 2019
In our regular update on drivers in real assets we assess how real assets could appreciate amid lower long-term rates, we look at how lower bond yields are likely to extend the real estate cycle in the UK, but note that lending at senior level has reduced interest rate sensitivity.
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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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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.