TalkingPoint

Markets

20SEP 2019

Why M&S’ relegation from the FTSE 100 doesn’t mean the death of the High Street

Markets

20SEP 2019

Why M&S’ relegation from the FTSE 100 doesn’t mean the death of the High Street

Fund manager Jean Roche argues why M&S' historic relegation from the FTSE 100 is not all doom and gloom for UK retailers.

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Markets

19SEP 2019

How do you invest in the global energy transition?

Markets

19SEP 2019

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…

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Economics

19SEP 2019

Japan prepares for kick-off (of monetary easing)

Economics

19SEP 2019

Japan prepares for kick-off (of monetary easing)

Ahead of the start of the Rugby World Cup in Japan tomorrow, the country’s central bank opted to stay on the touchline following its developed market…

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Watch/Listen

10SEP 2019

What is thematic investing and why should investors care?

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Watch/Listen

10SEP 2019

What is thematic investing and why should investors care?

Thematic funds focus on powerful, long-term global trends that are transforming the world and creating a wealth of investment opportunities.

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Economic and Strategy Viewpoint

23AUG 2019

Economic and Strategy Viewpoint - September 2019

Economic and Strategy Viewpoint

23AUG 2019

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.

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Global Market Perspective

11JUL 2019

Global Market Perspective - Q3 2019

Global Market Perspective

11JUL 2019

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 possibil…

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