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  • In Credit: A journey beginning with a single step? download

    White papers 12 March 2018

    The long journey to policy normalisation in Europe began last week with a barely perceptible step.

  • Reaction: Italian election download

    White papers 7 March 2018

    The Italian election result looks messy, but we do not believe that the chances of Italy leaving the eurozone have gone up materially.

  • Asset Allocation Update: New year, evolving views, same growth aims download

    White papers 7 March 2018

    As we move into 2018 we have spent some time evaluating the work we performed last year, as well as revisiting our current asset allocation positioning.

  • Responsible Investment Quarterly: Q4 2017 download

    White papers 7 March 2018

    On the heels of two good years in the bond market, the best days for fixed income are likely behind us.

  • In Credit: Sentiment and reality download

    White papers 5 March 2018

    Core government bond markets continued to improve for a second week with yields lower, especially in Europe and the UK. Italian government bond spreads, however, were wider on election uncertainty.

  • Is it too quiet as we head into 2018? download

    White papers 17 January 2018

    As we look forward to 2018, there’s an illusion of calm in financial markets. But this doesn’t mean that nothing is going on. In fact, opposing forces are simply cancelling each other out.

  • Synchronised upswing in global growth drives positive equities outlook download

    White papers 17 January 2018

    The global economy, with the exception of the UK, is going through a period of rare synchronised expansion. Corporate profits are rising, trade is expanding, and growth is robust in the US, Europe and beyond. Asia is benefiting from this global phenomenon and a continued uplift in China.

  • Fixed income playbook 2018: less risk, more diversification download

    White papers 17 January 2018

    On the heels of two good years in the bond market, the best days for fixed income are likely behind us. 2016 produced strong returns in most sectors, especially high yield corporate bonds, which generated double digit gains.

  • Europe: economic optimism and fewer wins for the populists download

    White papers 17 January 2018

    As 2018 starts, the scene is set for a positive year for equities. Across Europe, there are clear indicators of continuing economic growth after a very strong 2017.

  • Technology and ‘mega-trends’ to drive US equity performance download

    White papers 17 January 2018

    US equities have outperformed global equities since the beginning of the recovery because the US economy was initially the sole engine of global growth, as European countries wrestled with the Eurozone crisis.

  • Asia’s new era of sustainable growth download

    White papers 17 January 2018

    The huge Chinese economy is experiencing a ‘second awakening’ under President Xi Jinping, with a strong agenda for supply-side reforms and an emphasis on sustainable macroeconomic growth.

  • Global equities: quality will out download

    White papers 17 January 2018

    Following a good year globally for the high-quality stocks that we favour, valuations in certain parts of the market have started to look stretched.

  • Commodities hitch a ride on global growth download

    White papers 17 January 2018

    Highly favourable tailwinds give us confidence that commodity prices will push significantly higher in 2018.

  • The UK’s demise is overstated download

    White papers 17 January 2018

    UK equities reached all-time highs in 2017, but relative to world stocks (in US dollar terms) they were laggards.

  • Japan: three reasons for a positive outlook download

    White papers 17 January 2018

    In recent weeks we further raised our allocations to Japanese stocks, with near-term catalysts.

  • Generating social alpha without sacrificing investment returns download

    White papers 9 November 2017

    In recent years, European investor engagement with Responsible Investment (RI) has gathered momentum. Some of this growth could be a result of the open and proactive attitude to RI among European policymakers and institutions. But impact investment has also soared in popularity as European investors have begun to consider the effects of their invested capital more deeply.

  • European social bond strategy download

    White papers 9 November 2017

    A European credit strategy with an innovative social focus that unlocks the full potential of corporate bonds to deliver both financial and social returns.

  • Contemplating the death of ‘Abenomics’ download

    White papers 31 October 2017

    Prime Minister Shinzo Abe’s popularity has diminished after being caught up in a series of scandals. While we believe that Abe is most likely to remain in power, we will be watching his approval rating closely.

  • Why multi-asset strategies suit a changeable world download

    White papers 31 October 2017

    For the past 35 years, a ‘set and forget’ strategic asset allocation has worked well. A typical 60:40 asset mix of equities and bonds had around the same volatility as a pure 100% bond portfolio, but with a better return. It is not likely to be as fruitful moving forward.

  • China’s state-managed overseas expansion download

    White papers 31 October 2017

    China’s clampdown on overseas acquisitions this year, accompanied by the detention of some high-profile corporate bosses, seemed to confirm the worst about the risks faced by private conglomerates and billionaire tycoons.

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