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Managers' views

06NOV 2019

The "inescapable truths" one year on: what's changed?

A year ago we identified the disruptive and economic forces that we thought would shape the decade ahead for investors. These were our "inescapable truths". But do they still hold true?

Managers' views

16OCT 2019

2019

OCTOBER

03OCT 2019

Managers' views

Six reasons global cities could save the world

Far from being a contributor to climate change, cities may actually provide the solution to tackling the world’s most pressing issue.

SEPTEMBER

12SEP 2019

Managers' views

How diversified is your portfolio?

With mainstream asset classes increasingly correlated over the last decade, investors may be overlooking the benefits of liquid alternatives.

AUGUST

14AUG 2019

Managers' views

Argentinian markets tumble as political uncertainty returns

Argentinian assets have fallen dramatically following the surprise result of the country’s primary elections. Our equity and bond fund managers share their views on what might lie ahead.

JULY

22JUL 2019

Managers' views

Up in smoke: tobacco firms feel burn of disruption

Few industries are seeing as much disruption to the old order as tobacco. What does this mean for investors?

16JUL 2019

Managers' views

Five things every investor needs to know about disruption

Disruption is affecting all aspects of our lives. But why should investors care?

09JUL 2019

Managers' views

Why I’m backing a consumer comeback in Europe

The outlook for Europe may be less gloomy than many investors think.

JUNE

28JUN 2019

Managers' views

Why growth stocks look vulnerable

The divergence between growth and value parts of the market has been extreme and could be due a turnaround.