Time to look forward, and back

In the introduction to this edition of Panorama, Suni Harford, Head of Investments, says that despite tailwinds currently supporting markets, she continues to believe investors will need to work harder for risk-adjusted returns than they have done for the majority of the post-financial crisis period.

Eurozone Real Estate Outlook

The outlook for All Property in 2019 remains broadly unchanged compared to six months ago, largely due to an upgrade in the industrial sector and slight decrease in retail where investor and occupational demand remains strong. Annual All Property total returns for the year now stand at 6.5%. Although, total returns were downgraded in the retail sector as structural headwinds start to bite.

Real Estate Summary

Our first Real Estate Summary for 2019 looks at how the enduring appeal of private equity real estate was reinforced by the volatility in more liquid assets at the end of 2018.

Infrastructure Strategic Outlook

Top trends in 2019: The complementary Infrastructure Strategic Outlook max 5 minute video takes us through the key portfolio considerations of investing into the infrastructure asset class in 2019.

Why China now?

China is transforming its economy (Geoffrey Wong, Head of Emerging Markets and Asia Pacific Equities)

Asset Allocation

In the video below Erin Browne, Head of Asset Allocation, explains how her team assesses short-term and cyclical macroeconomic forces to identify overlooked market opportunities.

Impact Investing

What does Impact Investing mean? (Bruno Bertocci, Head of Global Sustainable Equities)