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.

Covid-19 index: activity recovers as Omicron fades

Normal activities begin to resume as restrictions are lifted and masks come off.

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.

Russia-Ukraine conflict: how will it impact the US market?

Puzzles of Ukraine and USA flags

The invasion of Ukraine, while not a surprise, is nevertheless full of unknowns – we have no visibility over the duration and long-term effects of the conflict.

UK equities: it’s all to play for!

Great Britain flag against the background of numbers and graph

We talk to Richard Colwell, Head of UK Equities, and Jeremy Smith, Portfolio Manager and Head of UK Research, about the much-maligned UK market, the themes, opportunities and challenges playing out there, and why the UK could be better placed than other international markets to prosper.

Investment team updates – Bullet points 4 February 2022

MarketUpdates

Latest news from around the investment desks.

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.