Covid-19 has acted as a catalyst to expedite trends that were in place long before the pandemic emerged. Hybrid working arrangements and the digitalisation of working practices were already adopted by many organisations, in some cases for several decades. Material technological advances over the last five years have enabled us all to embrace more agile working, while retaining significant levels of connectivity and productivity outside of the office.
What are the the trends in Global real estate? Read more about our outlook.
This week, Dan Grandage, global head of ESG for our private markets investments, discusses the many challenges and opportunities of net zero. He also introduces his innovative Impact Dial – which seeks to score the ESG performance of every asset.
In the latest episode of the Emerging Markets Equities podcast, Nick Robinson sits down with Bob Gilhooly to discuss all things emerging markets.
While not immediately obvious, ‘the Sage of Omaha’ and ‘Jopie’ have a lot in common – integrity, authenticity and a track-record of success. While investors will be familiar with Buffet’s proclamations, on the eve of a summer of soccer we’re turning to Cruyff’s words. After all, not only was he a titan on the football field, he is also credited with transforming Barcelona into a powerhouse of European football. So, what can we learn?
Discover a ‘step out of cash’ solution.
Climate change is one of the biggest issues facing the world today. Many governments, countries and industries have recognised the threat and are taking measures to try to counter it. Much depends on their success or failure. As asset managers, however, our primary interest is in the investment implications.
Between a pandemic, escalating trade tensions, and a war, companies are making their supply chains more resilient, creating a plethora of opportunities in Asia.
There are a host of reasons why insurers should consider investing in infrastructure. Not only are there benefits for the industry, there are benefits for wider society too, as we report.
Why is cost-effective outsourced solution MyFolio Index so popular?
Quality investing means buying and holding a portfolio of quality companies. In Part I of our recent White Paper on the subject, we look at the reasons and influences behind quality stocks’ performance. One of the explanations comes from the area of behavioural psychology. The behavioural biases of the ‘average’ investor can drive performance patterns that create opportunities for more rational and astute market participants.
Why is cost-effective outsourced solution MyFolio Index so popular? Find out in our video.
It feels like the investment world is divided into two camps at the moment. Are you a quality/growth investor or a value investor? You’re one or the other, so pick your team. And that’s as true in the UK equities market as anywhere else, right now.
Are you in search of corporate bond opportunities? Explore the credit landscape with us.
A common perception about China is that understanding of ESG is rudimentary. That may have been true in the past. But it's not what we're seeing today.
In the Clash of the major central banks, who will cut interest rates first and when? We share our views.
2020 saw returns of almost 9% from sterling Investment Grade bonds. This was quite a turnaround from March of last year, when coronavirus fears peaked and performance was the weakest since the global financial crisis. But with bond yields now close to 10-year lows, where do we go from here?
In the quest for quality income, Europe potentially stands out. We spotlight three companies we think make the grade.
Investing in the right active strategy will be key as momentum for China’s V-shaped rebound moderates once the rest of the world recovers and Beijing normalises policy.
Read about our latest review and find out why we've added global infrastructure.