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
Emerging Markets
December 12, 2022
Vietnam, the Reform Story Continues
In this podcast, Dominic Bokor-Ingram and Chris Nicholas will talk about what has recently happened in Vietnam and how it has impacted our outlook for 2023.
Private Markets
December 12, 2022
Private Credit Proves its Place
What role can private credit be expected to play in a portfolio context and how can investors identify opportunities while seeking to avoid potential pitfalls as this asset class experiences its first economic cycle?
Private Markets
December 10, 2022
Building Resilience Into Your UK Real Estate Portfolio
Recent events are leading to increasing uncertainty in a turbulent and complex UK market. Inflation, rising interest rates, geo-political instability and supply chain issues are just a few of the challenges that we are facing.
Sustainable Investing
December 1, 2022
2021 Sustainable Investing Report – Investing in a Sustainable Future
Learn more about how we ensure that ESG remains a core aspect of our investment approach while providing our clients with the best investment opportunities.
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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.
Global Asset Allocation Team Market Update – December 2022