Global

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Economics

10OCT 2019

Measuring the impact of geopolitics on markets

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.

Multi-Asset

04OCT 2019

2019

OCTOBER

03OCT 2019

Equities

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.

03OCT 2019

Equities

Is Bill Gates right about the “zero” climate impact of fossil fuel divestment?

Billionaire Bill Gates claims selling shares of fossil fuel companies is ineffective in the fight against climate change and has had “zero” effect on emissions. We think he has a point.

02OCT 2019

Equities

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?

SEPTEMBER

30SEP 2019

Global Investor Study

The fund industry’s wake-up call: how investors want us to act

Jessica Ground, Global Head of Stewardship, explains why for companies, sustainability is no longer a “nice to have”, it’s an imperative.

26SEP 2019

Multi-Asset

Investors’ great expectations: Can private assets deliver against high hopes?

Investors are asking a lot from private assets as traditional asset classes look stretched. We find out if they can deliver.

26SEP 2019

Equities

Our multi-asset investment views – September 2019

We continue to tread a careful line, benefiting from the liquidity environment without taking too much cyclical risk.

25SEP 2019

Equities

Three ways you can prepare for tougher markets

Economic, market and regulation challenges mean the future is likely to be more difficult than the past. Here are three ways that pension funds can overcome these obstacles.