Front of mind
Issues currently moving the markets
Front of mind | Article – 3 Min
Weekly Market Update – Third time not lucky
Hopes that higher US inflation in January and February would prove to be transient were thwarted as consumer prices rose…
Front of mind | CHART – 2 Min
Graph of the week – Inflation wave recedes in the eurozone, rises in the US
The latest data shows weaker eurozone inflation in March with headline running at 2.4% year-on-year, below the consensus forecast of…
The big question
The Fed’s target for US core inflation at the end of 2024 is 2.4% What do you think it will be?
Tell us your view
Portfolio perspectives
Investment strategies and asset allocation
Portfolio perspectives | White paper - 4 Min
Asset Allocation Monthly – More: equity, gold; less: bonds
The narrative of ‘immaculate goldilocks’– rising growth and falling inflation – was always at risk of being challenged in the...
Portfolio perspectives | White paper - 4 Min
The resilience and diversity of infrastructure debt
For investors eyeing stable long-term income from a broad and diverse asset class, European infrastructure debt can be a resilient...
Portfolio perspectives | Podcast - 7:28 MIN
Talking Heads – Investing in global equities with a net zero tilt
Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of...
The big topic
SUSTAINABILITY MATTERS
All our views, in one place
Forward thinking
Trends shaping the future
Forward thinking | Article - 4 Min
Sovereign carbon footprints – An opportunity for investors and governments to collaborate
Discussions at last year's Climate Week and Climate Ambition Summit saw increased scrutiny of the carbon footprints of sovereign bond...
Forward thinking | Infographic - 1 Min
Global Sustainability Strategy – Key points from our recent update
In our Global Sustainability Strategy for 2023-2025, where do we see the priorities and how do we structure our governance...
Forward thinking | Article - 3 Min
US elections and the outlook for the Inflation Reduction Act
What could happen with the US Inflation Reduction Act after this November’s US elections? Many investors wonder what a Trump...
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Our latest regular features, outlooks and reports