Managers' views

20NOV 2019

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.



11NOV 2019

Monthly Market View

Monthly markets review - October 2019

A look back on markets in October when risk appetite picked up amid hopes of progress on trade talks.

07NOV 2019

Managers' views

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.

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.


31OCT 2019

Managers' views

Our multi-asset investment views - October 2019

Looking ahead, our biggest concern is the potential for corporate earnings disappointments in the US.

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?

28OCT 2019

Managers' views

Infographic: A snapshot of the world economy

In this month’s infographic we look at how the UK economy might react to different Brexit scenarios.

22OCT 2019

Managers' views

How do you invest in the global energy transition?

Over the next 30 years, the world’s energy system will shift from one based on fossil fuels to one dominated by renewable electricity. We examine the investment opportunity.