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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

Introducing the Q2 2021 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.

Read the latest Guide

Portfolio Insights

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

Global Asset Allocation Views Q2 2021

The main driver of asset returns likely transitions from liquidity to growth in 2021. We maintain a pro-risk tilt, prefer cyclical equities, are neutral on U.S. large caps and in credit favor EM debt. We move duration from underweight to neutral.

Read the latest views

Global Fixed Income Views Q3 2021

Unprecedented stimulus was effective yet challenges remain. Above Trend Growth is still our base case; our preferences include certain U.S. corporates, munis.

Read the latest views

Global Equity Views Q2 2021

While valuations are much higher and speculative activity is on the rise, our investors take comfort from powerful corporate profit growth and favorable comparisons with exceptionally low bond yields. Within markets, we recommend a balanced approach.

Read the latest views

Emerging Market Debt Quarterly Strategy report Q2 2021

Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class

Read the latest views

Factor Views Q2 2021

Factors have seemingly found their footing after a volatile 2020. Equity value exhibited its strongest performance in around 20 years and equity size was up significantly. Merger arbitrage and trend factors extended recent gains.

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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