Investment views Home Investment views Investment views Our investment experts discuss developments crucial to tactical and strategic asset allocation. Filter by item Selected filters Responsible future Clear all filters ... results November 2024 Alternatives European real estate: a selective recovery 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? November 2024 Fixed Income Playing the other Trump card 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. November 2024 Multi Asset What does Trump win mean for markets Donald Trump looks to have secured a sweeping victory in US elections. We consider the implications for economic growth, inflation and financial markets. November 2024 Fixed Income China stimulates, emerging countries win 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. November 2024 Multi Asset Barometer: US stocks have more to give While the approaching US election has some investors on edge, we remain confident that the American economy will experience a soft landing whoever secures the White House. As a result, we remain overweight stocks and upgrade US equity. October 2024 Alternatives A local approach to European private debt European private debt is a diverse and growing market. Local expertise is essential to making the most of the opportunities on offer, particularly in the often overlooked lower-mid-market segment. October 2024 Multi Asset Taking the measure of Trump and Harris 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. October 2024 Fixed Income Demystifying unconstrained fixed income investing Unconstrained fixed income strategies can easily adjust to changing macro conditions, allocate beyond the mainstream and use duration to maximise returns. October 2024 Multi Asset Barometer: Emerging markets' turn to shine The prospects for emerging market stocks and bonds outside China are improving as interest rates fall worldwide. September 2024 Active Equity Thematic equity: the active element of a global stock portfolio 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. September 2024 Active Equity AI and big data: revolutionising urban resilience 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. September 2024 Active Equity 1.5°C lifestyles: consuming and living within planetary limits Find out what kind of lifestyle changes urban planners and inhabitants should make in order for cities to meet the Paris climate goals. September 2024 Active Equity The growing appeal of carbon capture Carbon dioxide removal is a burgeoning technology that is now increasingly considered vital to achieving net zero goals. September 2024 Multi Asset Private assets for dynamic portfolios 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. September 2024 Active Equity Emerging market equities: the view from the ground When it comes to emerging market equities investment, local insights can help create significant additional value. Load more