Perspective

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Outlook 2020

11DEC 2019

Outlook 2020: Multi-asset

Bond yields and economic growth are likely to remain subdued in 2020, with equities remaining relatively attractive, according to Johanna Kyrklund.

Managers' views

06DEC 2019

Managers' views

21NOV 2019

2019

NOVEMBER

20NOV 2019

Managers' views

Have we reached a new tipping point in the battle to halt climate change?

The recent UN Climate Action Summit prompted significant commitments by countries, corporations and investors alike. However, more decisive action will be needed to achieve the targets set out in the Paris Agreement.

06NOV 2019

Managers' views

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?

05NOV 2019

Managers' views

Amid elevated volatility, where do opportunities lie?

In the near term, we believe volatility is likely to remain elevated as markets react to the shifting messages from US-China talks.

01NOV 2019

Managers' views

Can we avoid an energy crunch?

Huge investment is needed if we are to meet climate targets while still keeping the lights on. This creates opportunities for investors.

OCTOBER

31OCT 2019

Managers' views

Recovery hopes and de-leveraging cycles

Markets sense a turning point in global activity. Equities have rallied and sovereign bond yields have ticked up.

29OCT 2019

Managers' views

Five reasons why global cities are the ultimate investment super-trend

Cities are becoming more important than countries, with their success determined by innovation, efficiency and the clustering of industries. What does this mean for investors?

25OCT 2019

Managers' views

Which stock markets are "cheap" entering the final quarter of 2019?

There are plenty of reasons why investors could justifiably feel pessimistic about the future, but stock market valuations are not one of them.