Markets
14NOV 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
Highlight
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.