Global equity income: Better income outcomes in 2023?
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Investment comment

Following weeks of intense seismic activity, a volcano on the Reykjanes peninsula of southwest Iceland erupted.

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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
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Real Return: our 2024 outlook

We assess the investment opportunities.

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The evolution of our themes

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

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Investment comment - October 2023

With interest rates set to remain elevated, we consider the implications for economies and financial markets.

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Investment comment – April 2023

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