Topical insight and market news from our investment experts and partners
OUR INVESTMENT EXPERTS
Read our latest market updates, fund analysis and asset allocation reviews.
CHAIN REACTION: RESPONSE, RECOVERY AND REINVENTION IN GLOBAL SUPPLY CHAINS
Amid a perfect storm of disruption, we take a look at some of the structural changes reshaping supply chains.
MODERN SLAVERY AND RESPONSIBLE INVESTMENT
In a world where human rights can be violated in pursuit of profits, to drive costs down or to boost productivity, we review how socially responsible investors can play a key role in holding companies to account.
GROWING PAINS: GROWTH VERSUS VALUE IN TODAY’S MARKETS
Recent market weakness has been led by growth stocks. We consider the nature of growth stocks, what leads them to fall out of favour and why value stocks can then take the reins.
Bonds: Their role in a multi-asset portfolio (PDF, 656KB)
Volatility: What it could mean for investors (PDF, 640KB)
2020: looking back at a year like no other (PDF, 681KB)
VIEWS FROM OUR INVESTMENT PARTNERS
Topical insight from our fund manager strategic partners Schroders, BlackRock and State Street Global Advisors.