Economic & Strategy Viewpoint
07AUG 2019
UK commercial property: Brexit and beyond
The biggest surprise since the 2016 referendum has been the strength of tenant demand, particularly for office space
Dialogue
Highlight
2019
JULY
25JUL 2019
Economics
Goodbye to banking – as we know it
FinTech is transforming banking in developed markets like the UK, US and Europe – but its effects in the developing markets of Asia and Africa are likely to be even more radical
18JUL 2019
Economics
Lower for longer: finding the long-term "natural" rate of interest
For years commentators have wrongly predicted a return to higher rates of interest. Now, as central banks switch back into a rate-cutting mode, there is a wider expectation that rates will remain low for the long-term
03JUL 2019
Markets
Growth more fragile, valuations no longer cheap
How we are positioning portfolios in the face of persistent political risk and slowing global growth
03JUL 2019
Markets
Technology - the front line in a new "cold war"?
Tensions between the US and China are not just about trade. Washington’s real fear is China’s rising influence in global technology
MAY
28MAY 2019
Talking points
The benefits – and burdens – of inheriting a family treasure
Precious family heirlooms, whether in the form of art collections, jewellery or property, pose unique challenges in terms of inheritance planning
23MAY 2019
Talking points
In three charts: the explosive investment in solar
The phenomenon of solar energy was first observed over a century ago, but serious investment in installations is only just beginning
APRIL
23APR 2019
Economic & Strategy Viewpoint
Sustainability: the process that underpins our fund selection
We select investment funds on the basis that they will deliver long-term positive returns. To do that, we have developed a unique and rigorous process that includes assessing a fund manager's approach to sustainability
