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
October 14, 2025
Global Asset Allocation Team Market Update – October 2025
Financial markets ended the third quarter on a solid note.
Insights
September 17, 2025
Reforms, Volumes and Re-Rating: Unlocking the Next Growth Chapter for Emerging Markets
Over the past two decades, performance data from the largest emerging markets has demonstrated that GDP growth, while essential, is not by itself enough to deliver sustained equity market outperformance.
Insights
September 11, 2025
Making Space: The Case for Institutional Investment in Residential Land Planning
The UK Government has positioned housing development as a cornerstone of its economic growth strategy. Recognising that effective spatial planning is essential to unlocking new housing supply, it has taken decisive steps to implement policies that actively promote construction.
Insights
September 9, 2025
Global Asset Allocation Team Market Update – September 2025
In August, investors welcomed a dovish-leaning message from Federal Reserve Chair Powel at his Jackson Hole appearance – where he pivoted his focus towards downward risks to the labor market versus upside risks to inflation.
Most Popular
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.
Q4 2025 Investment Outlook & Portfolio Strategy