insights.

How is today’s geopolitical and investment landscape changing drivers of sustainable investments, and what strategy should investors adopt?

We examine whether today’s high levels of stock market concentration are sustainable.

How should investors be positioned in a deeply divided world?

What is happening to inflation? And will strong US demand or geopolitical risks derail the rate-cutting cycle? We examine the outlook.

Energy markets are in the headlines – what do diverging oil and natural gas prices mean for the economy and our investment preferences? 

When is a China investment not a China investment? We look at proxy ways to gain access to the world’s second-largest economy. 

How should investors react to a turning rate cycle? Our Q2 video discusses portfolio implications.

Interest rates are diverging as central banks face different dilemmas – how should investors react?