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.
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.
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.