Market update

  • Brexit: Are we there yet?

    As Brexit draws closer to the October 31 deadline, the risks have become more quantifiable and the investability of UK risk assets has improved sufficiently for us to consider what opportunities exist.
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    • 21 Oct 2019
  • 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