Our approach
With a global presence, far-reaching experience, and extensive capabilities across major asset classes, we are well placed to help achieve the outcomes our clients demand.
We listen
By listening to our clients’ aspirations and understanding the challenges they face, we aim to create relevant investment solutions and strategies.
We collaborate
Our global business acts as one team. By bringing together our knowledge, skill and creativity across major asset classes, disciplines and regions globally we look to unearth great investment opportunities for our clients.
We focus
Everything we do is driven by our long-term perspective and our focus on building strategies and funds that are built to last. This ensures we develop long-lasting partnerships with our clients.
Investment risk
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 and exchange rates. Investors may not get back the original amount invested.
Capabilities by asset class
Offering exhaustive capabilities and investment excellence across major asset classes.
Our views
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Equities
The week in markets: Temperatures are rising, and so are markets
29 May 2026
In a strong week for markets, with record equity highs and falling bond yields, driven by lower oil prices and improving inflation signals, optimism is building but it's still not secure.
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Private Markets
Payment on delivery: Execution is key to returns in European infrastructure
27 May 2026
In 2026, a lot of capital is chasing few genuinely deliverable infrastructure assets, while geopolitical turmoil is reshaping energy markets. Darryl Murphy, head of infrastructure, delves into what this means for investors.
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Private Markets
Solid foundations: Delivering social value to unlock investment value
26 May 2026
Supporting employment, skills and training opportunities for local people produces lasting social value. But it is also key to delivering long-term investment returns.
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Equities
Multi-asset chart of the month for May: When a few stocks reshape markets
22 May 2026
Taiwan and South Korea are outpacing some of Europe’s largest stock markets, driven by demand for AI technology.
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Fixed income
Clarity and resilience: New guidance for European Money Market Funds
21 May 2026
New guidance on the rules governing European money market funds should strengthen the market’s foundations and provide a firm footing for innovation and growth, argues Alastair Sewell.
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Equities
Investing in an age of AI disruption
13 May 2026
The widespread adoption of Artificial Intelligence is expected to cause significant disruption across many industry sectors, and markets are already pricing in the potential impacts. But is it too soon to identify the winners and losers in the AI revolution?
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Fixed income
Bond Voyage: Emerging markets have changed: why markets shouldn’t price them like it's 2013
11 May 2026
Emerging markets have increasingly forged for themselves a path less dependent on external conditions, making local currency debt one of the most mispriced narratives in global markets.
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Fixed income
Contemporary alchemy
5 May 2026
Precious metals such as gold and silver, rare earth minerals, and industrial metals such as copper have been making headlines in recent months. We talked to a team of experts to discover what’s been driving investors’ appetite.
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Fixed income
The case for ReturnPlus: A capital-efficient enhanced liquidity strategy
30 Apr 2026
The ReturnPlus strategy invests in a broad range of liquidity sub-asset classes, while consuming limited regulatory capital. Our ReturnPlus team explains why investors should consider an allocation to the strategy.
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Multi-asset & multi-strategy
Multi-asset chart of the month for April: Strangled strait
27 Apr 2026
With Iran and the US competing to block the Strait of Hormuz, oil, gas and fertiliser trade disruptions are impacting markets.
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Fixed income
Bond Voyage: Oil shocks without the drama
9 Apr 2026
The reaction to the latest oil price shock provides further evidence that those countries which have taken steps to strengthen their financial position are being rewarded by bond investors.
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Multi-asset & multi-strategy
Multi-asset chart of the month for March: Wild moves in the oil price
24 Mar 2026
The price of oil recently reached four-year highs. Will this be a short-lived shock or a long-term issue?
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Fixed income
Bond Voyage: Markets repricing as Gulf conflict threatens energy shock
12 Mar 2026
The ongoing conflict in the Middle East continues to impact the markets while inflation expectations are recalibrated.
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Equities
Multi-asset chart of the month for February: The Magnificent Two
23 Feb 2026
The “Magnificent Seven” begin to split as two tech giants break away from the pack.
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Private Markets
Private market allocations set to rise: Debt’s staying power meets equity’s revival
18 Feb 2026
In 2026, investors are targeting increases to their private market allocations. Debt is here to stay, but equity is set to regain ground.
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Private Markets
Illiquidity premia in private debt: Q4 2025
17 Feb 2026
Our private markets research team have crunched the Q4 2025 data. They explain how evolving macro conditions are reflected in private debt returns.
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