Latest insights

19 March 2024 2 mins

Fixing food: food security in an insecure world

The global food system faces a trilemma of geopolitical risks, climate change and rising production costs. Finding solutions opens up an array of enduring investment themes. Many people hope that the high food prices caused by the pandemic’s dislocation of supply chains and the war in Ukraine will...

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15 March 2024 < 1 min

Six minute strategy - A soft landing for the world

Soft landings are rare – there have probably been just two in the past 60 years. So the possibility of soft landings across the G20 and in five major emerging economies is worth paying attention to. Guy Monson, Chief Investment Strategist, outlines what could lie ahead for global...

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6 March 2024 4 mins

Fake or fortune: Are things really as they seem?

In today’s world it can be hard to distinguish between illusion and genuine opportunity.  Children of the 1970s were offered a future with mining colonies on the moon, ubiquitous hovercraft and free energy from nuclear fusion. At that point, nobody mentioned indispensable (read: addictive), hand-held devices that have...

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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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