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Insights

In-depth analysis into markets and the evolving investment landscape from our expert investment teams and strategists.

Market Insights

Our Market Insights programme is designed to empower investors to make better investment decisions.

The Guide to the Markets illustrates market and economic trends using compelling charts. The Weekly Brief provides summaries of recent market movements and economic developments; and On the Minds of Investors gives you our views on the questions that are top of mind.

Go to:

  • The Weekly Brief
  • On the Minds of Investors
  • Investment Principles
  • Investment Outlook
  • Market Bulletin: Monitoring the global impact of COVID-19
  • Market Watch 2020
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Introducing the Q2 2020 Guide to the Markets

In unprecedented times for markets, this quarter’s Guide provides clear and compelling charts to illustrate the investment landscape and support conversations with your clients.

Download the Guide to the Markets

Portfolio Insights

Commentary, strategic perspectives and in-depth analysis from our investment teams to help guide your portfolio decisions.

Weekly Bond Bulletin

Our Global Fixed Income, Currency and Commodities group reviews key issues for bond investors through the lens of its common Fundamental, Quantitative Valuation and Technical research framework.

Read the latest views

Global Asset Allocation Views Q2 2020

The COVID-19 outbreak has pushed the global economy into recession and equities likely have further to fall. We are overweight cash and duration and modestly underweight equity and credit. We expect to stay nimble in our relative value positions.

Read the latest views

Global Fixed Income Views Q2 2020

We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well.

Read the latest views

Global Equity Views Q2 2020

Investors should be braced for further near-term declines in stock markets. But the combination of highly negative sentiment and attractive valuations presents a solid longer-term buying opportunity. Essentially everything in on sale.

Read the latest views

Emerging Market Debt Strategy Q2 2020

We adjust down our 2020 growth and return expectations for emerging market debt and introduce new base and bear case scenarios, as rapid transmission of the COVID-19 coronavirus slows economies around the world. We have increased the probability of our bear case scenario, which expects a technical recession in the first half of 2020.

Read the latest views

Factor Views Q2 2020

Factor performance was negative in Q2 as markets went into free fall. Equity factors were mixed while event-driven and macro factors were hit hard. We see a heightened opportunity set following a particularly difficult quarter.

Read the latest views

Global Alternatives Outlook 2020

Our 12- to 18-month outlook for a wide range of alternative asset classes, drawing on the insights of more than 700 professionals around the globe to explore how alternative asset allocation can help build resilient portfolios, reduce risk and satisfy investor appetite for income and alpha.

Read the latest views

The value of investments may go down as well as up and investors may not get back the full amount invested.

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