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Featured Insights


2024 Mid-year Market Outlook

The investment and economic water have smoothed over the last six months, but market expectations of interest rate cuts were undermined by resilient growth and inflation.

Fixed income Insight

Fixed Income in Focus: Rethinking Cash Allocations

As central banks appear to be approaching the end of their tightening cycle, it may be time to adopt a new approach to cash and cash equivalent allocations in client portfolios.


Durable growth tailwinds

Energy transition and AI – investing in the enablers of secular change.


How the illiquidity premium can enhance portfolios

Discover the advantages of the illiquidity premium, which offers the potential for higher returns by investing in private assets.


The re-emergence of dividends

We expect that the market will return to a dividend contribution that looks more like the long-term average than what we’ve seen over the last decade.


The carbon calculation conundrum

Find out more about carbon emissions metrics and how they can be both helpful and harmful when making investment decisions.

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