Article

Investment comment - January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Real Return outlook
Article

Real Return: our 2024 outlook

We assess the investment opportunities.

Article

The evolution of our themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

Article

Investment thoughts from our Real Return team – April 2023

What was behind the recent banking turmoil and what are the implications for the market outlook?

Article

Investment comment - April 2023

As market participants navigate China’s reopening, banking turmoil and an uncertain monetary-policy trajectory, we consider the investment implications.