Investment Perspectives

Topical insight and market news from our investment experts and partners

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APRIL 2022

Stagflation: Is this where the UK economy is heading? (PDF, 179KB)

Energy: What next for the countries that rely on Russain oil and gas (PDF, 1MB)

Russia-Ukraine conflict: An update on key financial market and global impacts (PDF, 180KB)

MARCH 2022

Bonds: Their role in a multi-asset portfolio (PDF, 656KB)

Volatility: What it could mean for investors (PDF, 640KB)

Russia-Ukraine conflict: Mid-March 2022 economic and market update (PDF, 176KB)

FEBRUARY 2022

Russia-Ukraine conflict: keeping a long-term focus amid volatility (PDF, 250KB)

A look at the world of economic data (PDF, 589KB)

What's shaped the UK economy over the reign of Queen Elizabeth II (PDF, 1MB)

Electric Vehicles: are they as green as claimed? (PDF, 958KB)

JANUARY 2022

2022 outlook: future imperfect (PDF, 2MB)

Just Transition: making the move to net zero economy work for everyone (PDF, 2MB)

China: how will the market develop from here? (PDF, 991KB)

DECEMBER 2021

COP26: reflections on our hopes for the Glasgow climate conference (PDF, 1MB)

China: government-driven challenges giving investors a headache (PDF, 989KB)

Commodities: suitability for ESG-aware investors? (PDF, 567KB)

NOVEMBER 2021

Biodiversity: missing piece of the net zero puzzle? (PDF, 1MB)

Inflation: transitory or longer-term issue? (PDF, 174MB)

Retirement income: in a low-yield world (PDF, 1MB)

OCTOBER 2021

Impact investing: in action (PDF, 1MB)

Cryptocurrencies: fad or disruptive technology (PDF, 592MB)

Cognitive diversity: how to avoid 'group think' (PDF, 2MB)

SEPTEMBER 2021

Japan: going for gold this time? (PDF, 178KB)

COP26: goals and themes of November's climate change conference (PDF, 1MB)

Green bonds: versus sustainability-linked bonds compared (PDF, 1MB)

AUGUST 2021

Quantitative Easing: is there an end in sight (PDF, 181KB)

Value versus Growth: the next chapter (PDF, 2MB)

Real Estate Investment Trusts (REITs): the post-pandemic outlook (PDF, 1MB)

JULY 2021

Natural Capital: maintaining the natural environment on path to net zero (PDF, 197KB)

Real assets: the antidote to rising bond yields? (PDF, 1MB)

JUNE 2021

Dividends: The value of reinvested dividends (PDF, 942KB)

Inflation: Should investors be worried (PDF, 178KB)

Covid-19: We consider some of the most important consequences (PDF, 3MB)

MAY 2021

US Outlook: Biden's First 100 Days (PDF, 1MB)

Engagement: Driving change through 'additionality' (PDF, 267KB)

APRIL 2021

Illiquid investments: how they are accessed and their connection to ESG (PDF, 1MB)

Board diversity: how it leads to value creation (PDF, 1MB)

Global diversification: moving away from a UK 'home bias' (PDF, 179KB)

March 2021

Speculative investments: is now the time to be taking risky bets? (PDF, 2MB)

REITS: we look at the outlook for this sector (PDF, 2MB)

Government Bonds: what's happening and how things might develop (PDF, 178KB)

February 2021

Interest rates: are they set to rise? (PDF, 926KB)

Emerging Market Government Debt: outlook (PDF, 249KB)

ESG bonds: why haven't they had a bigger role? (PDF, 2MB)

January 2021

2021 Market outlook: Winners and loser in 2021 (PDF, 267KB)

COVID: The economic cost of COVID in the UK (PDF, 2MB)

ESG success: Stories from the UK plc (PDF, 1MB)

December 2020

2020: looking back at a year like no other (PDF, 681KB)

Libor: what will replace it and what that means for investors? (PDF, 286KB)

Asia: how the region has weathered the Covid storm (PDF, 1MB)

November 2020

US Elections: how have markets reacted to the outcome (PDF, 173KB)

Earnings: are they still a reliable indicator of the future? (PDF, 2MB)

Property in a pandemic: how things might play out in a post-Covid environment (PDF, 1MB)

October 2020

Navigating volatility: what is the volatility index telling us? (PDF, 2MB)

Value versus growth: is it time for a rethink? (PDF, 725KB)

Responsible Investment: impact on returns (PDF, 1MB)