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.
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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.
Amid ongoing market volatility, the Market Insights team answers the five key questions raised by the recent stress in the US and European banking sectors.
Learn whether rising interest rates could cause a housing market crash and what it means for consumers.
Green bonds are attractive instruments for working towards positive environmental benefits. Find out why demand for green bonds from investors is expected to continue to grow.
Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.
This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.
Surging energy prices and faltering gas supply could trigger an economic shock for Europe. Learn more about the investment implications of the looming energy crisis.
Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.
China does not stack up well on most ESG metrics. Explore our take on whether investing in China can be reconciled with investing sustainably.
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.
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.
