Insights

Asset Class Insights

Our investment experts share their latest insights on asset classes.

Fixed Income

Our latest views on global bond markets and the factors influencing them.

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Fixed Income

Financing sustainability in developing countries
  • 16 November 2021
  • 7min read
Fixed Income

Inflation, where do we stand?
  • 14 October 2021
  • 7min read
Fixed Income

Inflation: Transitory for longer
  • 05 October 2021
  • 5min read

Equities

Explore our active managers' latest insights on equity markets.

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Equities

Global Factor Views - October 2021
  • 17 October 2021
  • 5min read
Equities

Genetics: An exciting and investable theme
  • 06 October 2021
  • 5min read
Digital Economy

Why scale matters in the evolving landscape of cashless payments
  • 05 October 2021
  • 7min read

Multi Asset

We examine the latest macro and market trends across fixed income, equities, real assets, and more.

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Multi Asset

Multi-Asset Investment Views – July 2021
  • 08 July 2021
  • 7min read
Multi Asset

Mid-year 2020 - Global Optimal Income Strategies and Defensive Optimal Income
  • 28 July 2020
  • 7min read
Monthly Investment Strategy

July Investment Strategy - And after the summer?
  • 22 July 2020
  • 5min read

Alternatives

Our alternative investment experts analyse the latest market trends across real assets and structured finance.

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Impact Investing for Insurers: A win-win alternative?
  • 16 June 2020
  • 15min read
Alternatives

How impact investing feeds the engine for the sustainability era
  • 22 May 2020
  • 15min read
Alternatives

Impact investing: a win-win alternative?
  • 08 May 2019
  • 7min read