The past few months have delivered a number of unwelcome developments resulting in greater risks to economic growth, higher inflation and more volatile markets.

The demand for environmental, social and governance (ESG) strategies in real estate continues to grow. Investors are becoming increasingly focused on responsible practices and how these are integrated into funds.

Our Q&A reveals why the fund’s bottom-up approach has stayed true for over 20 years – and what it means for the future

Pointillist art offers a compelling insight into building resilient portfolios—where each investment plays a role in shaping the whole.

Many investors have historically viewed emerging market (EM) equities as a source of growth, with income a distant consideration. We believe this oversight is a mistake, and that a dividend-focused approach to investing could help boost long-term total returns.

Emerging markets could drive global growth in the years ahead. We explore how investors can rethink equity portfolio strategy in a changing world.

So far, 2018 has been a difficult year for emerging market (EM) assets, which in the last few months have fared significantly worse than their counterparts in developed markets. This has been due mainly to worldwide issues but also country-specific political uncertainty. Many investors are now asking if the sell-off presents a buying opportunity – or are there reasons to remain wary?

Geopolitical tensions, economic fragmentation and shifting asset class correlations are redefining the investment landscape. Understanding these forces is essential for investors seeking resilience and opportunity.

It is fair to say that forward guidance doesn’t enjoy a good reputation in the UK. The policy, introduced with some fanfare by Mark Carney on his arrival as Governor of the Bank of England, was meant to give greater clarity about the path of interest rates.

Transport infrastructure is evolving in a world shaped by urbanisation, decarbonisation and digitalisation. Why should investors see transport as a mainstay—and a megatrend—for 2026 and beyond?

When it comes to Australia, our view within the equities team is one of cautious optimism. What many investors don’t know is that Australia’s economy is heavily reliant on China. In fact, we believe the country’s dependence on China as a trading partner and as a major influence on commodity prices naturally makes China its greatest vulnerability.

Will AI drive growth or risk a bubble? Watch our video for our take on 2026’s key global economic trends.

Japan has had a sobering 2018 so far, with both growth and inflation coming in below expectations. Is this likely to trigger a policy response, or should we expect more of the same?

Will AI-driven growth keep global markets rolling, or are new risks on the horizon? Discover key forecasts for the US, China, Europe and Japan in our latest economic outlook.

2018 has already seen its fair share of surprises. Nearly at the mid-point, we’ve seen a shift (even if temporarily) in US-North Korea relations that was deemed unbelievable just six months ago; the consensus around synchronised global growth has weakened; the US is moving towards protectionism; and the ZTE debacle crushed the myth of world-beating Chinese innovation.

Emerging markets are adapting to Trump’s return, navigating tariffs and volatility. Will resilient economies and high yields create new opportunities for investors in 2026? Discover what’s driving EM debt now.

Global equity markets have endured a torrid time in the first few months of 2018. The downturn has reached all regions, as concerns about higher interest rates and a potential trade war between the US and China have escalated. But smaller-cap equities have proven relatively resilient during this turbulent period.