Latest insights

14 February 2024 8 mins

Multi-asset outlook Q1: Opportunity knocks

We are optimistic about the investment opportunities we see ahead in bonds, alternatives and equities. At this stage, staying fully invested and well-balanced will be crucial. After a strong end to 2023, world markets appear to have stabilised for the time being. Of the outcomes ahead, we believe...

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26 January 2024 < 1 min

Six minute strategy - Four investment opportunities for 2024

After a strong end to 2023, world markets have broadly stabilised. Looking ahead, we see four key portfolio ideas for 2024: Harvesting above-inflation yields from good-quality bonds Capturing strong earnings growth, particularly via equity income strategies Benefiting from paths less travelled in de-carbonisation and electrification Finding UK safe...

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12 January 2024 < 1 min

Six minute strategy - A surprising resilience

The real surprise for investors in 2023 was the extraordinary resilience of the world economy in the face of wars, an energy crisis, dislocated supply chains and geopolitical ructions. Indeed, the US economy looks set to achieve a rare thing: a soft economic landing. How could this play...

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