The Evolving Economy

The Evolving Economy is all about identifying companies that are tapping into multi-decade demographic and technological changes, regardless of their region or sector classifications.

Welcome to equity investing’s new reality.

Tomorrow Augmented

The rise of the digital economy, growing demographic shifts and the changing climate are just some of the forces fundamentally altering how we work and invest today, and how we will live tomorrow.

Research & Investment Strategy

15 December 2017

Outlook 2018: Twin peaks

Global growth and QE reach for the summit. Our full 2018 Outlook.

Research & Investment Strategy

15 December 2017

Twin peaks… and a bumpy ride

A decade after the financial crisis, one of the worst the world has ever endured, we now appear to be entering something of a euphoric phase.

Research & Investment Strategy

15 December 2017

What we have learnt (painfully or otherwise) from 2017

A key concern for investors this year has been the ‘maturing’ business cycle in the US. With the economy entering its ninth year of expansion, the labour market approaching full employment and the in ...

Research & Investment Strategy

15 December 2017

Outlook 2018: Global macro outlook

Global growth and QE reach for the summit

Research & Investment Strategy

15 December 2017

2018 Global Strategy Outlook

A strong cyclical macroeconomic backdrop should support earnings, low default rates, public finances and investor sentiment.

Research & Investment Strategy

15 December 2017

The search for yield – hidden market risks call for prudence in 2018

Low volatility, carry strategies and the search for yield - different facets of the same phenomenon

Research & Investment Strategy

15 December 2017

European insurers’ investments in a persistent low-yield environment

Persistently low interest rates and regulation have been the main drivers of asset allocation for European insurers after the GFC.

Research & Investment Strategy

15 December 2017

Green Bonds: market set for growth across regions

The green bond market continues to grow, offering investors broader investment opportunities, as more than 200 issues are available across major green bond indices.