19 June 2025
Your top ten factor-based enhanced index FAQs
Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? We address your questions.

18 June 2025
Navigating market turmoil: a guide for MyFolio clients
Navigating market turmoil: a guide for MyFolio clients

Our strategy for managing risks and enhancing long-term performance.

20 March 2020
Coronavirus: looking to the long term
Coronavirus: looking to the long term

In assessing the threats posed by the coronavirus outbreak, governments, central banks, companies and investors must consider scenarios that range from short-lived disruption to a persistent threat with profound implications. All that’s certain is that coronavirus will have a significant impact on the global economy and financial markets – in the short term at least.

18 June 2025
China's big charge: EVs, oil and the renminbi
China's big charge: EVs, oil and the renminbi

China’s battery maker CATL recently enjoyed a bumper listing. Here, we explore China’s battery dominance and share details of our recent visits to CATL’s cutting-edge factory.

20 March 2020
Podcast: Coronavirus – where from here?
Podcast: Coronavirus – where from here?

Coronavirus - where have we got to, and how do we see the economic and market landscape from here? After a turbulent few weeks in markets, Richard Dunbar talks to Katy Forbes, Head of Absolute Return in our Multi-Asset Team and Jeremy Lawson, our Chief Economist and Head of the ASI Research Institute.

6 June 2025
UK real estate market outlook Q2 2025
UK real estate market outlook Q2 2025

We expect UK real estate to forge ahead despite the headwinds. Read more about our views in our Q2 outlook

4 March 2020
Outlook for UK equities
Outlook for UK equities

The UK equity market is one of the longest-established equity markets in the world. A FTSE listing is seen as a badge of honour for companies worldwide. And yet, as we continue into 2020, UK equities can lay a reasonable claim to being one of the most misunderstood asset classes. This offers a compelling opportunity for long-term investors.

23 May 2025
The benefits of active SAA in risk-targeted investing
The benefits of active SAA in risk-targeted investing

Discover why outsourced investment solution MyFolio uses strategic asset allocation.

4 March 2020
Private markets in a new world
Private markets in a new world

The world is rapidly changing. Three forces will shape the future: technology, demographics and sustainability. The cost of such a transformation will not be cheap. However, private markets are uniquely placed to help fund and build this new world – creating numerous opportunities for investors.

4 March 2020
Week in review: From epidemic to pandemic?
Week in review: From epidemic to pandemic?

Coronavirus continues to cast a dark shadow over the global economy, as the number of new cases outside China continues to accelerate.

7 May 2025
Your top ten factor-based enhanced index FAQs
Your top ten factor-based enhanced index FAQs

What are factors? What’s an enhanced index fund? We address your questions.

4 March 2020
Letter from Hong Kong: We outline our view on the coronavirus and how it impacts China's economic and market outlook.
Letter from Hong Kong: We outline our view on the coronavirus and how it impacts China's economic and market outlook.

Wuhan is capital of China’s Hubei province and the epicentre of the current outbreak of novel coronavirus COVID-19. The virus is understood to have originated in a seafood market in the city.

29 April 2025
MyFolio Market is merging into MyFolio Index
MyFolio Market is merging into MyFolio Index

Find out why we’re merging these two ranges, and what the change means for your clients.

19 November 2019
Emerging markets – investing beyond the headlines
Emerging markets – investing beyond the headlines

It’s been a bumpy – but ultimately positive – start to the year for emerging markets (EM). Investors had a lot to digest, from the volatile US-China trade war to numerous elections around the world. The questions are: what do we expect for the remainder of 2019? And what will this mean for investors?

29 April 2025
Navigating market turmoil: a guide for MyFolio clients
Navigating market turmoil: a guide for MyFolio clients

Our strategy for managing risks and enhancing long-term performance.

30 August 2019
Goodwill hunting – why investors should focus on future impairments.
Goodwill hunting – why investors should focus on future impairments.

What is goodwill? In the accounting sense, it’s an intangible asset that arises as a result of mergers and acquisitions (M&A). Essentially, goodwill is the difference between the price paid for a company and its book value. It is recorded on the buyer’s balance sheet, and its value must be tested each year and adjusted accordingly. Any change results in a write-down of this value, which is recorded as an impairment – effectively, a loss.

11 April 2025
Market turbulence: time to consider short-dated bond strategies?
Market turbulence: time to consider short-dated bond strategies?

Geopolitical tensions have unleashed volatility across the European rates market. Is it time to consider short-dated bonds?

25 June 2019
ESG and logistics: the times they are a changin'
ESG and logistics: the times they are a changin'

When most people think of industrial logistics buildings, factors like energy efficiency, technology and carbon innovation don’t usually spring to mind.

11 April 2025
Can active and passive team up for investment success?
Can active and passive team up for investment success?

Enhanced indexation blends cost-efficient quantitative rigour with active alpha potential.

10 June 2019
Creating a virtuous circle in residential investing
Creating a virtuous circle in residential investing

Property ESG standards: how tenants, landlords and the planet can happily co-exist