Investment Perspectives

Topical insight and market news from our investment experts and partners

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OUR INVESTMENT EXPERTS

Read our latest market updates, fund analysis and asset allocation reviews.

Latest insights

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.

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VIEWS FROM OUR INVESTMENT PARTNERS

Topical insight from our fund manager strategic partners Schroders, BlackRock and State Street Global Advisors.