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Global Market Perspective

03OCT 2019

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.

Economic and Strategy Viewpoint

01OCT 2019

2019

SEPTEMBER

09SEP 2019

Thought Leadership

Measuring the market impact of geopolitics

Geopolitical risk is on the rise and investors will increasingly need to take it into account in the coming years. Our analysis looks at how it can impact portfolios and what investors can do about it in terms of strategy.

AUGUST

23AUG 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - September 2019

In their latest forecast update, our economists downgrade their projections for global growth due to the recent escalation in the US-China trade war.

JULY

11JUL 2019

Global Market Perspective

Global Market Perspective - Q3 2019

Our latest economic and asset allocation views include a note on US monetary policy as well as our views on rising geopolitical risk and the possibility of a US recession.

03JUL 2019

Thought Leadership

The case for global small company investing in an era of disruption

The theme of disruption is having a profound effect on how we live and how we invest. There are three factors which we think mean small caps are potentially the best way to tap into the theme.

JUNE

28JUN 2019

Economic and Strategy Viewpoint

Economic and Strategy Viewpoint - July 2019

In this month's Viewpoint we discuss the outlook for US interest rates as well as the policy options available to central banks in the event of a global slowdown.

10JUN 2019

Real Estate Insights

What's the opportunity in retirement living?

We look at the investment case behind retirement living communities in the UK against a backdrop of low yields in global commercial real estate.

03JUN 2019

Real Estate Insights

Why we see value in UK social supported housing

With yields in global commercial real estate at all time lows, investors are looking for areas that still offer value. We discuss the compelling opportunities in UK social supported housing.