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    1. Market Insights

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    Market Insights

    Simplify the complex with our timely and thought-provoking insights on market events and outlook and make informed investment decisions more confidently.

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    • The Weekly Brief
    • Investment Outlook
    • ESG Explained
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    Investment Principles

    The key to successful investing isn’t predicting the future, it’s learning from the past and understanding the present. We present seven time-test strategies for guiding your clients.

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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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    Market Update webconferences: Russia’s invasion of Ukraine

    2 March 2022

    Commodities and the risks of global recession

    Following a material escalation of the conflict Karen discusses the risk of supply disruptions in oil and gas markets and updates on market volatility. Anuj Arora highlights the impact on Russia’s economy and markets and broader EM.

    Watch the replay now
    9 March 2022

    Macro policy options in the face of further escalation

    With commodity prices soaring the risks of recession are rising. Karen and Myles will discuss the policy options available to support activity and market implications.

    Watch the replay now
    21 March 2022

    Ukraine and Investing: A Global Perspective

    In this call, our Chief Strategists Karen, David and Tai have a global discussion on Ukraine, China, the Fed, and what this means for investing.

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    On the Minds of Investors

    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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    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.

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    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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    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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    Getting ahead of COP26 and what it means for investors

    Discover why COP26 is important for investors. Explore the potential investment implications that could come with new climate objectives and commitments.

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    How to navigate the three challenges in China?

    This paper, written by Tai Hui and Hugh Gimber, discusses the major challenges faced by China equity and fixed income market, and their investment implications.

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    Monetary and fiscal coordination and the inflation risks

    With the recovery supported by loose monetary and fiscal policy, Global Market Strategist Jai Malhi asks whether the balance of risk has shifted towards higher inflation.

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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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    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.

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