Chart of the month: the bull and the bear
Markets and economics

Chart of the month: the bull and the bear

What's behind the huge performance differential between the NASDAQ and the Hang Seng Tech indices?

By Christopher Teschmacher

01 Jun 2023

1 min read

Macro Matters

New home, same compelling insights from our Asset Allocation team
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Capturing the energy transition opportunities
Aanand Venkatramanan
ESG and long term themes

Capturing the energy transition opportunities

Metals and minerals will likely play a vital role in enabling the shift from fossil fuels to...
By Aanand Venkatramanan
31 May 2023
3 min read
Commercial real estate: the best and the rest
Bill Page
Investment strategy

Commercial real estate: the best and the rest

Some sectors in commercial real estate may prove surprisingly resilient.
By Bill Page
30 May 2023
2 min read
CIO spring update: Stress test
Markets and economics

CIO spring update: Stress test

The removal of stimulus is proving to be a global stress test for markets, with far-reaching...

By Sonja Laud

26 May 2023

3 min read

What LPI model is right for my scheme?
John Southall
Investment strategy

What LPI model is right for my scheme?

A common problem faced by trustees of defined benefit (DB) schemes is what model to assume when...
By John Southall
26 May 2023
5 min read
Where next for Euro credit?
Marc Rovers
Fixed income

Where next for Euro credit?

After a strong start to the year for European investment grade, how has banking stress impacted t...
By Marc Rovers
26 May 2023
4 min read
Climate lobbying: turning up the heat
ESG and long term themes

Climate lobbying: turning up the heat

In this blog, we set out our expectations of companies regarding climate lobbying and disclosures...
By Anna HiraiCristy RodriguezDror Elkayam
25 May 2023
4 min read