413 insights found

Can politics and central banks derail the ongoing recovery?

Slow recovery continues among rising risks.

Outlook 2017 - Rates are back

We examine the fundamentals behind the present backdrop of low interest rates and challenge the dominant idea that this is the fate of our future as investors.

Could politics mess it all up?

Politics take the front seat : en route for a bumpy Q4.

China 2016 outlook - Three Rs: Rebalancing, Risk and Reform

The dreadful opening week of the Chinese markets for 2016 has reignited concerns about the world's second largest economy.

Caution required ahead of UK referendum

Changes to our asset allocation: We confirm our overall prudent strategy with an underweight in equities and our positive view on credit despite tighter spreads. The near-term outlook for Japanese eq ...

Equity market monthly: Another leg up for the reflation trade

Europe and Japan lead the way in September, as earnings growth continues to boost returns

Credit market monthly review: May 2017

Credit remains strong and stable through the political noise.

Credit market monthly review March 2017

We remain constructive on both USD credit and the credit markets more broadly. While we are now more comfortable with USD Investment Grade than we were at the start of the year, we still prefer USD H ...

Annual Stewardship 2015

The continuing importance of good corporate governance and the need for investors to act as active stewards.