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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 Q1 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 Q1 2022

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 Q1 2021

After unprecedented global stimulus stabilized economies, what’s next? Many challenges. Still, Above Trend Growth remains our base case at a reduced 60% probability. Our preferences: higher beta U.S. corporates and munis; some local emerging market debt.

Read the latest views

Global Equity Views 1Q21

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 Q1 2021

In our view, emerging market growth, led by China, could reach 6.7% in 2021. A backdrop of easy global monetary policy further supports the case for emerging market assets broadly, with risks to the upside.

Read the latest views

Factor Views Q1 2021

As equity markets hit record highs, the equity value and size factors got a boost, but equity momentum and quality factors plunged. Our outlook remains optimistic while we acknowledge that above-average returns may require a shift in market sentiment.

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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