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    1. On the Minds of Investors

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    On the Minds of Investors

     

    Drawing on the depth and breadth of their market and economic expertise, our global macro strategists offer insight into today's big investment themes to enable more confident portfolio decisions.

    Your capital may be at risk.

    On the Minds of Investors tackles the big questions we hear in our conversations with clients – it’s our latest thinking on the issues that matter to you.

    Vincent Juvyns

    LATEST COMMENTARY

    ESG investing in China: Considerations for sustainable portfolios

    China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.

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    Achieving net zero: The path to a carbon-neutral world

    Governments are aligning behind the goal of achieving net zero emissions by 2050, but dramatic changes to the global economy will be required to get us there. Learn more about the policies and innovations that could pave the way to a carbon-neutral world.

    Read more

    A new supercycle – the clean tech transition and implications for global commodities

    A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.

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    Protecting against inflation: Part 3 – Protecting your capital

    Explore how investors can hedge against inflation to protect their capital in the next cycle with the help of alternatives and cyclical sectors.

    Read more

    Protecting against inflation: Part 2 – The labour market is key

    Today, there are more job openings than there are unemployed workers. Explore what impact a tight labour market could have on inflation in 2022.

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    Protecting against inflation: Part 1 - Storm in the ports

    Inflation is standing at record levels across many markets. Explore our framework for tracking the impact of supply chain disruption on inflation in 2022.

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    COP26: Not a failure, not a success

    COP26 saw significant announcements in areas such as coal, methane and deforestation, yet progress fell short of the scale required to give us confidence that disruptive climate outcomes can be avoided. Physical climate risks warrant careful consideration for long-term investors.

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    UK equities offer value

    With UK shares looking cheap, long-term investors may be able to pick up a bargain in the UK stock market this year. Explore our outlook for UK equities.

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    Four reasons why investors should not underestimate the European Union’s pandemic recovery fund

    Explore how the fiscal stimulus provided by the EU's pandemic recovery fund could lead to stronger economic growth and boost demand for European assets.

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    Value is back, but growth is not out

    Will this year’s value rally continue, or are growth stocks set to regain the initiative? In our latest On the Minds of Investors article, Global Market Strategist Tilmann Galler examines the basic drivers of value outperformance, and looks at how value stocks may perform in three near-term economic scenarios based on our latest projections.

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    The implications of carbon pricing initiatives for investors

    Could carbon prices be about to rise? Global market strategist Vincent Juvyns looks at the increasing regulatory pressures on carbon pricing, and assesses the potential impact on markets

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    The impact of ESG factors on portfolio returns

    History provides only a limited guide to the implications of ESG factors for returns. We look at the conclusions that can be drawn from the past, and how investors can prepare for the future.

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    Why and how to re-think the 60:40 portfolio

    The challenge of low government bond yields means investors must rethink the 60:40 stock:bond allocation. Discover where they can turn for diversification.

    Read more

    More insights

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    Guide to the Markets

    The Guide to the Markets illustrates an array of market and economic trends using compelling charts, providing you the building blocks to support conversations with your clients.

    Read the latest Guide
    Insights

    The Weekly Brief

    Start the week with our snapshot of key economic and market trends from the previous seven days.

    Read the latest brief
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    Listen to recorded updates from our portfolio managers and market strategists and register for future editions. These materials are for financial professionals only.

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