Investment research Home Investment research Investment research Original, in-depth investment research undertaken in partnership with leading academic and financial institutions. Filter by item Selected filters Responsible future Clear all filters ... results June 2024 Multi Asset Secular outlook 2024 Our analysis shows the dispersion of returns across domestic equity and bond markets will decline over the next five years. This suggests investors should consider investing across sectoral lines and allocate more of their capital to corporate bonds. October 2023 Active Equity Exploring three megatrends with Pictet Discover the causes, current state of play and investable opportunities of three megatrends: Resource Scarcity, (De)Globalization and Service Economy. June 2023 Multi Asset Secular outlook 2023 Securing single-digit annual returns from a diversified portfolio could prove an unusually complex task in the next five years, largely because of volatile inflation and more muscular state intervention. October 2022 Active Equity Biodiversity: why investors should care For too long, businesses and investors have ignored the threat biodiversity loss presents to human prosperity and growth. April 2022 Fixed Income Bonds that build back better Some might argue that building a sustainable economy is a technological problem. It isn’t. The world is sufficiently stocked with greenhouse gas-reducing technologies such as renewable fuels, carbon capture and energy storage. December 2021 Investment research The truth about climate change – an Oxford University study Climate change: the risks it poses and the solutions that might contain the threat. An Oxford University report sponsored by Pictet. September 2021 Investment research Messenger RNA: The Outsiders Strike Back The development of effective vaccines against the coronavirus in the space of just 10 months has elevated mRNA to the status of a virtual saviour of the world. But January 2021 Multi Asset Climate change and emerging markets after Covid-19 What are the risks and opportunities? Professor Hepburn and his team at the Oxford Smith School present their analysis in this exclusive report. November 2020 Active Equity Going viral: scenarios for a post-pandemic world There are various paths the world could take in the wake of the Covid-19 health crisis. Our study presents investors with four scenarios that might plausibly unfold over the next five to 10 years. April 2020 Active Equity Planetary Boundaries: measuring the business world’s environmental footprint The Planetary Boundary framework can help investors better understand the environmental cost of economic activity. Load more
