Identifying key sustainable themes for 2023 and beyond

Electric vehicle charging

The desire for energy security coupled with decarbonisation means there is now a sense of urgency around a green transition.

Investment team updates – Market updates 1 April 2022

MarketUpdates

Latest news from around the investment desks.

Solutions Enhanced: Capital Market Assumptions 2022 Making a transition

A stack of coins against a background of charts and figures

The end of 2021 saw a continuing reminder of the impact of coronavirus, inflation occurring in major economies, and the world waking up to the stark choices presented by the climate emergency. We set out the expectations for what all this could mean for investors over the next five years and in the longer run. These capital market assumptions form the base case we use when constructing strategic asset allocations for clients.

Investment team updates – Market updates 4 March 2022

MarketUpdates

Latest news from around the investment desks.

Investment team updates – Bullet points 4 February 2022

MarketUpdates

Latest news from around the investment desks.

Year of the Tiger: a focus on prosperity and productivity

Global emerging markets

2022 should be an interesting year for China’s equity market, but will the tiger roar? Our region experts take a look.

Investment team updates – Bullet points 21 January 2022

MarketUpdates

Latest news from around the investment desks.

Investment Outlook 2022 with William Davies

Middling growth, markets unnerved

Deputy Global CIO and CIO EMEA, William Davies, talks about what the coming year might bring for companies, markets and fiscal policy.

Investment team updates – Bullet points 7 January 2022

MarketUpdates

Latest news from around the investment desks.

Monetary policy and the yield curve

Ed Al-Hussainy, Senior Rates and Currency Analyst, looks at how monetary policy is set to become less supportive in 2022 and what this means for interest rates and the yield curve.