Investment Opinions
Latest insights from across the range of our investment capabilities.
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Our Company
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Our Thinking
Articles
- From outflows to opportunity: China equity today
- The Asia ex-Japan rally has further to run
- Seeking more nuance in our thematic exposure
- Capitalising on global divergence, structural shifts and technical tailwinds
- Rotation from financial assets to solid, tangible assets
- Emerging Market outperformance: Just the start
- European financial green bonds: yield and impact go hand in hand
- Subordinated debt remains the sweet spot within fixed income
- The opportunity set remains excellent
- No shortage of potential investment ideas
- News & Media