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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

    Answers to the five key questions raised by the recent stress in the banking sector

    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.

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    The impact of higher interest rates on housing and consumers

    Learn whether rising interest rates could cause a housing market crash and what it means for consumers.

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    Green bonds: Is doing good compatible with doing well in fixed income?

    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.

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    Fixed income opportunities for 2023 portfolios

    Explore these five charts to find out why we think fixed income opportunities offer some exciting potential to investors in a multi-asset portfolio.

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    Marking the bottom of the Chinese economic cycle

    This paper discusses the outlook for the Chinese economy with an update on latest GDP number and the COVID-19 situation.

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    Exploring the economics of Europe’s energy crisis

    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.

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    The advantage of high dividend stocks in a stagflationary environment

    Explore how dividend paying stocks can help build portfolio resilience against the prospects of high inflation and recession.

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    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.

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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.

    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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    Webconferences

    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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