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Outlook & commentary

Active is: Discussing the topics that matter

As an active manager, we believe that insight and understanding are the keys to investment success.Some of the biggest factors moving markets today are the shifting monetary policies of central banks and the changing political landscape. Our investment experts help you understand what it all means for our investment outlook and what it could mean for your portfolio.

Outlook & commentary

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          From perimeter to data: The five layers of cyber security

          With a growing exposure of businesses to cyber-attacks, investments in providers of sophisticated cyber security approaches offer attractive opportunities.

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          by Johannes Jacobi | 4 days ago

          US banks: five factors to watch after First Republic’s collapse

          Three high-profile bank failures in two months have prompted investors to scrutinise the robustness of the overall US banking sector. As other banks make the headlines, there might still be stress ahead – and we identify five factors to monitor in the months ahead, including a heightened risk of digital bank runs.

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          by James Ashworth | 05/05/2023

          Dividend investing: a renaissance?

          Dividend payments have historically served as an important stabiliser for equity investors in volatile markets, contributing up to 40% of total returns by some measures. As interest rates rise, and money has a cost again, we believe we could see a renaissance in dividend investing.

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          Global Equity Markets Commentary

          Read Virginie Maisonneuve’s latest Global Equity Market Commentary.

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          by Virginie Maisonneuve | 04/05/2023

          Gender diversity: fixing the pipeline

          Our experience of active engagement with companies tells us that efforts to increase female representation must be holistic rather than solely focused on leadership roles.

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          by Marie-Sybille Connan | 02/05/2023

          Fixed Income Quarterly: Fixed income in flux as opportunities emerge

          Shifting paths of inflation, interest rates and economic growth are creating a complex market environment, but we see select openings arising.

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          by Franck Dixmier | 20/04/2023

          Time to consider emerging-market fixed-income?

          The potential for attractive returns, strong economic growth prospects and selectively cheap valuations may boost the appeal of emerging-market debt. With lower inflationary pressures than developed markets, now may be the time to take a closer look at the asset class.

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          by Carlos Carranza | 19/04/2023

          Impact private credit: investing beyond the bottom line

          Investors can help to address some of the global economy’s most pressing challenges through impact private credit, an emerging asset class focusing on a broader perspective of business value than profits to incorporate people and the planet.

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          Banks: safe and sound?

          As the dust appears to settle on recent turmoil hitting banks in the US and Europe, investors are scrutinising the resilience of the overall sector. In our view, European banks are generally likely to have sufficient liquidity and funding to withstand greater stress, but there are differences across countries and bank sizes.

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          04/04/2023

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