Global

Highlight

Markets

17OCT 2019

Investment returns of 6% or 11%: who’s right?

Institutional investors accept a future of modest 6% per-year investment returns, but after a decade of surging asset prices from bonds to stocks, individual investors expect far more.

2019

OCTOBER

14OCT 2019

Markets

Disruption from climate change is only just beginning for investors

We are just at the beginning of a very long period in which climate change will have a significant, and increasing, effect on markets. New research suggests investors are not ready.

14OCT 2019

Economics

Trade war déjà vu is scant comfort to investors

We’re not convinced that the latest trade war détente between Donald Trump and Xi Jinping will prove any more lasting than the previous one.

14OCT 2019

Markets

Infographic: Sustainability Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

14OCT 2019

Markets

Sustainable Investment Report Q3 2019

Read our latest insights on climate change, electric vehicles, Amazon, proxy voting and ESG in value investing.

10OCT 2019

Global Market Perspective

Global Market Perspective - Q4 2019

Our latest economic and asset allocation views include a discussion about the ongoing trade war and its implications for gold.

04OCT 2019

Markets

Quarterly markets review - Q3 2019

A review of markets in Q3, when economic data pointed to an ongoing slowdown and central banks in the US and Europe eased monetary policy.

03OCT 2019

Markets

The three fastest-growing trends in healthcare

With new insight into diseases and a multitude of new medicines being developed, it is an interesting time to be investing in healthcare. Here are three of the three fastest-growing trends.