Thought Leadership

Highlight

Markets

18MAR 2019

Inescapable investment truths for the decade ahead

Our inescapable truths are the economic forces and disruptive forces we think will shape the investment landscape over the years to come.

Markets

06SEP 2018

2018

AUGUST

03AUG 2018

Markets

ESG in passive: let the buyer beware

Are investors ignoring the small print in their rush to buy funds incorporating environmental, social and governance (ESG) principles?

JULY

16JUL 2018

Markets

Why investors need to keep their balance

Investors seeking particular long-term outcomes need to achieve and – just as importantly – retain healthy long-term returns.

JUNE

27JUN 2018

Markets

Corporate bonds: why investors’ knee-jerk reaction to rising interest rates could be wrong

As investors face the prospect of the near-40 year bull market in bonds coming to an end, many are questioning the role of bonds in their portfolios. The knee-jerk response of many will be to cut duration. This could prove a mistake.

25JUN 2018

Markets

Where is the value in value investing

The past decade has been marked by several unique features that have turned the value style of investing on its head. We believe this abnormal trend is coming to an end.

13JUN 2018

Markets

Reassessing fixed income - is Goldilocks about to give way to the three bears?

The benign investment backdrop fixed income markets have enjoyed for many years is changing.

APRIL

03APR 2018

Markets

What is the point of the equity market?

The number of listed companies has collapsed in many parts of the world as companies increasingly reject public markets. This has serious implications.

2017

DECEMBER

12DEC 2017

Markets

Climate change: it's not black and white for fossil fuels

Our experts believe that dialogue with individual companies about their plans will be more effective than divesting from the industry completely