insights.

    all
    clear all
    Trump’s climate policy and its impact on investments
    investment insightselections
    investment insightselections

    Trump’s climate policy and its impact on investments

    How will Donald Trump shape climate policy? What impact will the US’s new policies have on sustainable investments? We set out our expectations across sectors.
    US high yield bonds look poised to prosper
    investment insights

    US high yield bonds look poised to prosper

    Why invest in US high yield bonds? We look at why the segment should outperform other fixed income assets in 2025.
    Bitcoin: handle with care
    investment insights

    Bitcoin: handle with care

    What does holding Bitcoin do for a portfolio? We look at the impact of a small allocation to the cryptocurrency on a multi-asset portfolio.
    More cautious Fed message stirs markets – we stay overweight US equities
    investment insights

    More cautious Fed message stirs markets – we stay overweight US equities

    How should investors view the latest Fed decision and subsequent market reaction?
    Preparing portfolios for the coming decade
    investment insights

    Preparing portfolios for the coming decade

    Our strategic asset allocation framework is evolving. We explore the tweaks to our ‘total wealth’ approach, diversifying asset class exposures for portfolios.
    China’s woes drive shift to looser monetary policy
    investment insights

    China’s woes drive shift to looser monetary policy

    What does the first monetary easing step in 14 years mean for China’s outlook and financial assets? We believe investors should stay prudent.
    2025 will be a high octane diet for portfolios
    investment insights

    2025 will be a high octane diet for portfolios

    A new Trump administration will shift US economic and fiscal policies, acting as a fresh catalyst for American assets. How does this change global investment opportunities?
    Political crises in France and South Korea aren’t market crises
    investment insights

    Political crises in France and South Korea aren’t market crises

    What should investors make of political events in France and South Korea, and their impact on financial assets?
    ...
    let's talk.
    share.
    newsletter.