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Navigating recession risk
We emerged with a cautious near-term view from our latest quarterly strategy meeting in early September. In our base case scenario, the global economy is expected to narrowly avoid recession and continue to grow, albeit much more slowly.
Multiplying your wealth by dividing it
The how and why of diversification
Smart Beta: Evolution, not revolution
New dimensions of diversification
GRA Launches Direct Real Estate Investment Platform
GRA Launches Direct Real Estate Investment Platform
What would a Conservative government mean for sterling?
What would a Conservative government mean for sterling?
Why the US dollar may not be as overvalued as you think
Why the US dollar may not be as overvalued as you think
Climate change and resilience
Impacts of disruption on the core infrastructure investor
Global Equity Views 4Q19
As corporate profit growth has slowed, we have a more balanced outlook on equity markets. Valuations are mostly well within historical norms and we’re seeing opportunities among higher growth companies with sustainable profits and cash generation.