Assessing the reasons for a...
What of the dilemma between stretched stock market valuations, which could be a reason to stay clear of US equities,…
14/10/25
Portfolio perspectives
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Video
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Article
Accounting for greenhouse gas emissions...
The carbon footprint of investment portfolios has become a central metric in tracking net zero ambitions of portfolios – particularly…
13/10/25
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White paper
ETF Watch – October 2025
September was a record-breaking month for UCITS ETF inflows: a total of €35.7 billion was added, driven by flows into…
10/10/25
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Article
European infrastructure - Striking the...
Despite macroeconomic turmoil in some markets, infrastructure decarbonisation and digitalisation remain viable and appealing thematic investment options in Europe. Karen…
09/10/25
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Podcast
Talking Heads – Flexibility in...
James McAlevey, Head of Global Aggregate and Absolute Return explains how his team applies the flexibility of an absolute return…
09/10/25
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Article
US small-cap stocks – An...
Hopes for US small-capitalisation shares were high after last November’s re-election of Donald Trump. Investors looked for a repeat of…
08/10/25