From trials and tribulations to the best opportunity in a decade

Zoe Austin makes the case for a multi-asset investment approach in real assets.

Alastair Sewell offers a guide to money market funds and the vital role they play in cash management for corporate treasurers and institutional investors.

Institutional investors seeking alternatives to bonds may find amortising leases a compelling option, writes Mark Wells.

Every January, we send a letter to the chairs of companies we invest in (and some we don’t, but still want to influence) to set out our stewardship priorities for the year. Here, in full, is our 2023 letter.

Benign macroeconomic conditions have boosted infrastructure investments over the past decade. But with higher interest rates, investors in the asset class will have to show they can create true value, says Darryl Murphy.

In this Q&A, Alastair Sewell explains why investors need to urgently rethink their approaches to collateral cash management.

Siddhartha Bhattacharyya, Iain Forrester and Matthew Raque from our buy-and-maintain credit team discuss the impact of the current environment on portfolios, where they are finding value, and how they are integrating these considerations in their net-zero plans.

Will new climate legislation accelerate the transition, or will the energy crisis hamper it? Thomas Chinery and Justine Vroman assess the implications for strategically positioned bondholders.

Renos Booth, Isabel Gossling and Kris McPhail from our real estate long income team discuss the strengths of long-income strategies in a period of high inflation and rising rates.

Ben Sanderson and James Stevens from our real estate team discuss risks and opportunities for property investors amid changing work patterns, rising inflation and the race to net zero.

In this month’s instalment of our visual series on topical themes, we look at some of the key recent trends in the real asset universe.

The world has become more volatile and unpredictable with Russia’s invasion of Ukraine. But while Vladimir Putin may have dealt globalisation another blow, China and the West will want to prevent the world splitting into two competing blocs.