Thought Leadership

Highlight

Markets

14NOV 2019

Climate Progress Dashboard: lack of action raises risk of significant disruption ahead

The lack of progress so far on limiting temperature rises means more urgent action will be needed in the coming years.

2019

MARCH

25MAR 2019

Economics

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.

2018

SEPTEMBER

24SEP 2018

Markets

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.

06SEP 2018

Markets

Have bonds lost their bite?

As markets evolve, we explore whether bonds are still able to provide protection in turbulent conditions.

AUGUST

03AUG 2018

Markets

ESG in passive: let the buyer beware

Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

JUNE

25JUN 2018

Markets

Where is the value in value investing

The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.

13JUN 2018

Markets

Reassessing fixed income - is Goldilocks about to give way to the three bears?

The benign investment backdrop fixed income markets have enjoyed for many years is changing.