Latest insights

20 March 2023 5 mins

Banks fall victim to the battle against inflation

Sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to delay further rises while they assess the damage. This is not a time for bravery in portfolio construction: we maintain a modest underweight to global equities. After the Financial...

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17 March 2023 < 1 min

Six minute strategy - How deep is the crisis?

Flat financial markets for the first few months of 2023 belie the turmoil beneath the surface: sharp rises in interest rates are taking their toll on the banking sector, which could cause central banks to pause rate rises while they assess the damage. Does this change where we...

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15 March 2023 < 1 min

Mind the advice gap - how to turn new regulation into positive outcomes

With Sustainability Disclosure Requirements (SDR) and Consumer Duty on the horizon for asset managers, Deputy Chief Investment Officer, Henry Boucher, and Senior Associate Partner, Ben Gilbert take us through the ever-changing regulatory landscape and how to turn these into positive outcomes for you and your clients. In this...

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