Our websites
For people managing their own savings and investments.
For people managing savings and/or investments on behalf of someone else.
For pension schemes, insurers, charities, universities, family offices and treasurers.
Asset classes
Explore our investment products and solutions across asset classes
Themes
Invest today in what’s shaping tomorrow
Insights
Digestible insights offer our investment opinions and views on asset classes, strategies, markets, and sustainability.
Global Macro Research
Innovative macro research on the big economic, policy, political and behavioural themes shaping the investment landscape.
Contact us
Find out how you can get in touch with one of our dedicated teams
The expert opinion and research driving our investment decisions.
QUICK LINKS
A look at what may be in store for the asset class in the new year, including insights, projections, trends, and implications.
In our last investment outlook for 2024, we provide our list of five macro trends to watch in 2025 and a range of topical articles from our thought leaders.
As new governments rise to power with bold promises to transform infrastructure, we look at how the stage is being set for a global revolution in building and maintaining our communities.
A look at how Trump's return could spark a new era for digital assets, with Bitcoin potentially soaring and regulatory changes ahead.
A look at how certain flexible strategies may help fixed income investors in navigating economic uncertainties and managing risk in 2025.
As economic headwinds gather due to his promised Americas-first policies, a look at the potential impact Trump 2.0 may have on emerging markets.
A look at what the upsurge in cocoa prices could mean for Côte d’Ivoire and Ghana, two of the leading cocoa-producing countries.
We discuss how voting helps drive positive change and improve the performance of our clients' investments on our latest podcast episode.
As we inch closer to the end of 2024, we examine the five macroeconomic themes we project for 2025.
A look at how President-Elect Donald Trump's return to power could reshape the global economy with higher US growth, inflation, and significant policy shifts.
Amid rising government debt and the possible return of the bond vigilante, hosts Paul Diggle and Luke Bartholomew provide their insights and perspectives on debt sustainability and markets.
A look at why the return of Donald Trump to the White House opens the door to a wide range of shocks for emerging markets, both positive and negative.
A look at why Chinese policymakers' focus on shoring up local government balance sheets may leave markets disappointed in their expectations for significant fiscal stimulus.
A look at the potential outcomes from the 2024 election's red wave, highlighted by the completion of Trump’s political comeback, and its implications for tax cuts and deregulation.
On the latest episode, hosts Paul Diggle and Luke Bartholomew are joined by political and economic experts to analyze the results of the 2024 presidential election.
Despite summer volatility and short-term vulnerabilities, such as the yen carry trade and political uncertainties, why we believe the long-term outlook remains strong, allowing for a closer examination of Japan's market dynamics.