Investment research

Original, in-depth investment research undertaken in partnership with leading academic and financial institutions.

... 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.
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.
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.