Multi-Asset Views – No need...
These are the core investment decisions from this month’s report on our multi-asset investment views. Staying overweight on global equities…
02/02/26
Portfolio perspectives
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Article
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Article
Building resilience with flexible fixed...
The global economy enters 2026 with resilience. Growth forecasts have been revised upward – the International Monetary Fund now projects…
02/02/26
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Podcast
Electrification and AI turbocharge clean...
Clean energy started 2026 strongly as the investment theme rides the bullish sentiment around power demand, expanding electrification and the…
30/01/26
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Article
Investing in Europe’s defence: Why...
Europe has accelerated defence spending in response to geopolitical uncertainty. This is creating opportunities for investors across the defence sector…
29/01/26
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Article
Absolute return bonds for an...
In a world where economic uncertainty and unpredictable inflation mean visibility on central bank policies is poor, investors are searching…
27/01/26
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Article
Factors to watch in 2026:...
There are several factors in play which investors need to monitor closely this year. Geopolitics will likely dominate the discourse…
26/01/26