Market update

  • Bend, don't break

    In this edition of Macro Quarterly, we review the five macro market themes which serve as our core views and examples of case studies associated with them.
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    • 18 Jun 2019
  • Macro matters

    Late-cycle volatility and the broad array of macro thematic market drivers present a compelling tactical asset allocation opportunity set. In this issue of Macro Quarterly we explore opportunities we see across asset classes globally. More

    • 01 Mar 2019
  • Investing in 2019

    In this edition of Panorama we assess the global investment landscape and the potential challenges and opportunities facing investors in the year ahead. More

    • 05 Dec 2018
  • Time to think differently

    2018 has brought a fresh set of challenges for investors. Investors now need to work harder, be smarter and think differently.
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    • 16 Jul 2018
  • Investing in a mature cycle

    Knowing where we are in the business cycle is one of the most important questions for asset allocation. We discuss where we are in the cycle and how we are positioning our portfolios. More

    • 10 Jun 2018
  • Dividends strike back

    Amid uncertain markets, investor interest in high quality, higher yielding stocks is rising quickly. Our Investment Solutions team explore the growing appeal of dividend stocks in this article. More

    • 15 May 2018