Global
24NOV 2014
Markets
Outlook 2015: Multi-asset investments
In recent years we have danced to the central bankers' tune. With rates pinned at 0% we correctly judged that the path of least resistance, for developed equities in particular, was up. As we move into 2015, however, it might be time to sit some of the dances out.
20NOV 2014
Markets
Outlook 2015: Multi-Manager
Investors need to prepare for lower returns in the next few years, with a focus on capital preservation appearing prudent in the current environment
19NOV 2014
Markets
Healthcare: an innovation injection
Healthcare has been one of the best performing global sectors year-to-date, which begs the question: how much further can it go? John Bowler argues that ongoing innovation from medical companies will continue to drive strong performance in the sector and highlights a few key areas where this is already occurring.
18NOV 2014
Markets
Outlook 2015: Global Bonds
With volatility in bond markets likely to continue its comeback in 2015, opportunities for fixed income investors will emerge.
14NOV 2014
Markets
How close are we to the end of the credit cycle?
With corporate bonds likely to offer little more than their coupon return, is it time to short the asset class?
OCTOBER
31OCT 2014
Economic and Strategy Viewpoint
October 2014
In this month's Viewpoint: Low inflation bewitches central banks, The Rocky Horror Euro Show, China: No tricks up their sleeve, no treats on offer, and Views at a glance.
SEPTEMBER
30SEP 2014
Economic and Strategy Viewpoint
September 2014
In this month's Viewpoint: USD breakout: causes and consequences, UK: Back to business, Brazil: Up the Amazon without a paddle and Views at a glance.