Our research Bringing you the best of our market views and asset class insights

Fundamental research is an integral part of the investment process across many of our strategies. With a broad reach of capabilities and a local presence in 22 countries, our global network of investment professionals and first class research capabilities deliver the insights you need.


Market commentary

Current market commentaries

Quarterly Investment Strategy

Viewpoints for multi-asset portfolios - a summary of our outlook on global asset classes, including equities, fixed income and currencies.

Thematic research

Research by theme
 

Stranded assets what lies beneath

As evidence of the impacts of climate change mount across the globe, including the warmest year on record to date, asset owners are increasingly asking: Should we continue to invest in fossil fuels? Many asset owners are considering the argument that fossil fuel reserves cannot be safely burned without triggering run-away global warming – the Stranded Assets hypothesis.

Asset class research

Research by asset class

Real estate yearly update 2016 - all you need to know

Adding flavor to your portfolio – This extract from the Pension Fund Indicators publication gives great insight into real estate as an asset class - a superb foundation for both internal and external audiences.