Insights

October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min
October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min

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22 October 2021

Toby Nangle

Co-Head of Global Asset Allocation & Head of Multi-Asset, EMEA

Asset allocation update: warning lights are flashing Multi-asset | October 2021

After 18 months of exceptionally strong equity markets, most measures of valuations look high against their own absolute histories.
Read time - 5 min
22 October 2021

Mark King

Head of Investment Content

Market Monitor - 22 October 2021

It has been a mixed week for global stock markets with indices in the United States and China ending up ahead of their European counterparts.
Read time - 2 min
19 October 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – October 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
15 October 2021

Mark King

Head of Investment Content

Market Monitor - 15 October 2021

Stock markets around the world have made solid gains this week as recent fears over rising inflation and global supply chain blockages have receded.
Read time - 2 min
4 October 2021

Natalia Luna

Senior Thematic Investment Analyst, Responsible Investment

Kyle Bergacker

Senior Responsible Investment Analyst

Climate change: reassessing the risks of wildfires

The risks of wildfire are clear, but in between individual hardship and broader economic impacts, many other costs are typically not accounted for by investors.
Read time - 3 min
1 October 2021

Mark King

Head of Investment Content

Market Monitor - 1 October 2021

Stock markets around the world have ended September with a whimper, and many bourses have recorded steep losses this week.
Read time - 2 min
28 September 2021

Fixed Income Desk

In Credit - Weekly Snapshot

In Credit Weekly Snapshot – September 2021

Our fixed income team provide their weekly snapshot of market events.
Read time - 3 min
27 September 2021

Economic forecasts: Q3 2021

William Davies, CIO, EMEA & Global Head of Equities, on how the various regions have fared over the past three months as Covid restrictions have begun to be lifted, and what we as a business think might be in store as we look ahead
Read time - 5 min
27 September 2021

Sonal Sagar

Portfolio Manager, UK Equities

The case for sustainable investing in the UK

Sonal Sagar, Portfolio Manager, and Michael Hamblett, Analyst, look at the tailwinds for sustainable investing generally, the opportunities offered by the UK market and why the UK Sustainable Equity strategy is well placed to capitalise on this
Read time - 5 min