Investment views

European real estate should benefit from attractive valuations and falling interest rates. But not all buildings will do equally well. Where are the best opportunities and how can we maximise them with active management?

Donald Trump's election victory is likely to be significant for fixed income investors worldwide. But quite how significant depends on which version of Trump we get.

Donald Trump looks to have secured a sweeping victory in US elections. We consider the implications for economic growth, inflation and financial markets.

China's incipient recovery, primed by rounds of stimulus, is adding to emerging markets' positive momentum, compounding the effects of falling global interest rates and trade normalisation.

While markets have so far been relatively sanguine about the coming US presidential election – it has taken a back seat to growth scares, the start of the US easing cycle and China's stimulus – investors will do well to focus on implications for individual assets as the poll draws closer.

Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns.

Since the 1990s, we have been building active thematic equity strategies aiming to identify the winning companies of tomorrow in some of the world’s most dynamic industries. An approach that has struck a chord with a growing circle of investors.

Smart cities need to strike a delicate balance between deploying transformative power of AI and big data and reducing high tech's growing environmental impact.

Find out what kind of lifestyle changes urban planners and inhabitants should make in order for cities to meet the Paris climate goals.

Carbon dioxide removal is a burgeoning technology that is now increasingly considered vital to achieving net zero goals.

Private assets can be a good source of returns, but they need to be considered in light of the whole investment portfolio's characteristics rather than as a discrete element.

When it comes to emerging market equities investment, local insights can help create significant additional value.