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17 Janeiro 2022

Dara White

Global Head of Emerging Market Equities

Emerging market equities: identifying the key long-term trend

As we enter 2022 we can expect robust fundamentals to serve as a key tailwind for emerging markets.
Read time - 2 min
17 Janeiro 2022

Lorenzo Garcia

Head of Investment Solutions

Solutions in 2022: a defining time for inflation and ESG

As inflation runs hot and interest in ESG impacts rises, there is a fundamental shift in our institutional and sub-advisory clients’ needs. We expect allocations to alternative risk assets, and to assets with positive environmental impacts, to increase.
Read time - 2 min
11 Janeiro 2022

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – January 2022

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
7 Janeiro 2022

Investment team updates - Bullet points 7 January 2022

Latest news from around the investment desks.
Read time - 3 min
22 Dezembro 2021

William Davies

CIO, EMEA & Global Head of Equities

Outlook 2022: a year of considerable change

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.
Listen time - 18 min
21 Dezembro 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – December 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
20 Dezembro 2021

Richard Colwell

Head of UK Equities

Less bezzle, more sparkle in the UK!

In 2021, investing in UK equities began to feel a little less lonely. The FTSE 100 index rose by more than 10% for the year by early December and UK companies resumed dividend payments after the pandemic-induced economic freeze in early 2020 when all hope seemed extinguished.
Read time - 4 min
15 Dezembro 2021

James Coke

Fund Manager and Co-Head of Institutional UK Real Estate

UK Real Estate: how to follow a record 2021?

James Coke looks at how the UK market might follow a record 2021, and while we don’t expect next year to deliver comparable capital value growth, it is likely to witness similar positive supply and demand dynamics which should maintain market momentum
Read time - 3 min
15 Dezembro 2021

Melda Mergen

Global Head of Equity

A bumpy ride higher for equities

The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform in the first half of the year. Here we identify key catalysts for equity markets.
Read time - 5 min
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