Insights

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

Panorama: Investing in 2019 - Navigating volatile markets We assess the global investment landscape and the potential challenges and opportunities facing investors in the year ahead.

Macroeconomic themes and tactical asset allocation opportunities

A quarterly examination of the macroeconomic themes that will be driving asset performance in coming quarters. More
- 13 Dec 2018
Top 10 real estate questions for 2019

We expect the cycle to continue to mature in 2019, with the trends already underway gradually accelerating. Higher interest rates, tighter spreads, and slower growth will make for a more challenging operating environment. More
- 11 Dec 2018
Sustainability is central to how REPM actively manages its infrastructure investments

More
- 06 Dec 2018
A rules-based approach to integrating climate risk

Collaborative webcast with IPE and UBS Asset Management More
- 06 Dec 2018
Video: What’s in the mix? Asset allocation opportunities for 2019

Evan Brown, Head of Macro Asset Allocation Strategy, discusses expected shifts in the macroeconomic backdrop and the outlook for equities, fixed income, and EM and China assets. More
- 05 Dec 2018
Video: How to approach volatile markets

Suni Harford, Head of Investments, reflects on the key themes from ‘Panorama: Investing in 2019’ and how investors should consider approaching the coming year. More
- 05 Dec 2018