Our thinking

Global macro research: COVID-19 - the trigger that ends the US dollar bull market?

Published date: July 2020

Global macro research: COVID-19 - the trigger that ends the US dollar bull market?

The speed and aggression of policy responses suggests that global economic activity will recover.

Read now

Global macro research: China's external balances - past, present and future

Published date: June 2020

Global macro research: China's external balances - past, present and future

The current account has shifted from substantial surplus to a state of near balance today.

Read now

Responsible Horizons: annual report on responsible investment 2020

Published date: June 2020

Responsible Horizons: annual report on responsible investment 2020

We believe a responsible investment approach can help every investor as they seek to pursue their objectives.

Read now

Global macro research: nearing the tipping point

Published date: June 2020

Global macro research: nearing the tipping point

Christiana Figueres explains why this decade is the tipping point for taking action before climate change becomes irreversible.

Read now

Global macro research: the impact of electric vehicles on investments

Published date: May 2020

Global macro research: the impact of electric vehicles on investments

The demand for electric vehicles through 2040 is set to soar.

Read now

Five ways you can create cleaner air

Published date: April 2020

Five ways you can create cleaner air

Tim Smedley has created this short guide with us to cover five simple ways we can all create cleaner air.

Read now

Most read

Infrastructure in a multi-asset strategy

Published date: November 2019

Infrastructure in a multi-asset strategy

Read now

Responsible Investment in Fixed Income Update: Q3 2019

Published date: November 2019

Responsible Investment in Fixed Income Update: Q3 2019

Read now

Webinar: Insight broad opportunities strategy review and outlook

Published date: April 2020

Webinar: Insight broad opportunities strategy review and outlook

Watch now

Inflation outlook: targeting higher inflation

Published date: August 2019

Inflation outlook: targeting higher inflation

Read now

Thoughts for 2020

Published date: December 2019

Thoughts for 2020

Read now