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28 Março 2024

The Good, the Bad and the UK Stock Market

After an exceptional 2022 the UK stock market reverted to type, underperforming in 2023. With money continuing to disappear from the market, two potential catalysts for change have emerged.
Read time - 5 min
26 Março 2024

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – March 2024

Our fixed income team provide their weekly snapshot of market events.
Read time - 5 min
26 Março 2024

Ebele Conroy

Investment Analyst, Global Research

Joe Horrocks-Taylor

Senior Associate, Analyst, Responsible Investment

Green machines: the future of transport

The transportation sector has a significant impact on global emissions, but technology innovations, policy changes and shifting behaviours can reduce this. How are the different modes progressing?
Read time - 5 min
26 Março 2024

Claire Robbs

Investment Grade Credit Research, Fixed Income

Chocks away! Airport passenger numbers – and financial metrics – recover

Increased numbers of fliers and supportive concession frameworks mean the industry retains a strong and steady credit trajectory.
Read time - 3 min
22 Março 2024

Harry Waight

Portfolio Manager

Simon Haines

Portfolio Manager

Japan: we’re more convinced than ever

Investors are increasingly turning their attention to Japan. We spent two weeks there and met dozens of companies. But which businesses look best placed?
Watch time - 6 min
20 Março 2024

Krishan Selva

Client Portfolio Manager

Lin Jing Leong

Senior Sovereign Analyst, Emerging Market Asia

China: bottom-up opportunity as the macro picture slowly improves

While the top-down story has challenges, the notion that China is ‘uninvestable’ is in our view misinformed. We believe company-specific opportunities can be found by looking at trade, value for money and capital return.
Read time - 5 min
20 Março 2024

Sally Springer

Senior Thematic Research Analyst, Global Research

The skills factor: greening the workforce to deliver net zero

As we move towards net zero, the number of people with skills useful in transforming the economy is growing more slowly than the job vacancies requiring these skills. What might this mean to various sectors critical to the transition?
Read time - 2 min
18 Março 2024

Steven Bell

Chief Economist, EMEA

Will sticky inflation stop the US cutting interest rates?

Disappointing data has dampened expectations around US rate cuts. We think that pessimism is overdone and explain why.
Watch time - 6 min
15 Março 2024

Tom Barron

Senior Associate, Responsible Investment

ESG Viewpoint: Emerging responsible investment trends in Asia

The appetite for responsible investing is growing in Asia, as regulations evolve and client demand increases.
Read time - 2 min
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