Thought Leadership

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Thought Leadership

21NOV 2019

The rise of US superstar firms and its implications for investors

A handful of “superstar” firms have changed the investment landscape in recent years. But should their dominance be ringing alarm bells for investors?

Thought Leadership

04NOV 2019

2019

MAY

16MAY 2019

Thought Leadership

The five practical issues of incorporating ESG into multi-asset portfolios

We discuss the five practical issues asset owners need to address when implementing a sustainability budget for environmental, social and governance (ESG) considerations in multi-asset portfolios.

MARCH

25MAR 2019

Thought Leadership

Savings behaviour in a low rate world: what can we learn from Japan?

We examine whether Japanese households have taken on more risk in search of higher returns, and consider the implications for other developed markets.

18MAR 2019

Markets

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

JANUARY

09JAN 2019

Thought Leadership

The five secrets of successful venture capital investing

Counterintuitive truths about venture capital investing and the five secrets to successful venture capital investing.

2018

DECEMBER

18DEC 2018

Thought Leadership

Take nothing for granted: portfolio construction in today's great unknown environment

Our framework puts forward several approaches that investors may find useful.

10DEC 2018

Thought Leadership

The underperformance of value: a tale of unintended consequences

Our research shows that, given the poor performance of many value-orientated funds, investors would do well to choose their value factor carefully.

SEPTEMBER

24SEP 2018

Thought Leadership

Where should you invest in private equity today?

As the popularity of private equity investing has risen, some parts of the market look increasingly overcapitalised. We look at where the best opportunities may lie.