Insights
Q2 2026 Investment Outlook & Portfolio Strategy
Read our latest quarterly Investment Outlook and Portfolio Strategy document, providing a financial market recap for Q1 and our outlook for the next 12-18 months.
Other insights
Insights
April 17, 2025
Navigating Global Seas: Unleashing the Power of Global Multi-Sector Fixed Income Strategies
Read our latest insights on how global multi-sector fixed income strategies can create diverse potential opportunities for investors.
Insights
April 16, 2025
Building the Future – The Case for Infrastructure in LGPS Portfolios
Decarbonisation, digitisation and demographic change are transforming infrastructure into one of the most exciting asset classes.
Insights
April 15, 2025
Eight Years Later: Reflecting on the Journey of Atlas Global Companies
The Atlas Global Companies team reflect on the changing market landscapes, performance highs and economic challenges and how those experiences shape the team's confidence in the road ahead since Strategy launch.
Market Commentaries
April 9, 2025
Global Asset Allocation Team Market Update – April 2025
The first quarter ended on a softer note, with President Trump’s disruptive trade proposals and mounting stagflation fears driving investors out of risky assets.
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Market Commentaries
December 18, 2020
Global Asset Allocation 2021 Outlook
The global economy continues to heal and has stabilized at reasonably healthy levels, with the sheer abundance of monetary and fiscal stimulus acting as a critical source of support even as the coronavirus continues to circulate across the globe.
Q2 2025 Investment Outlook & Portfolio Strategy