Our thinking

Published date: January 2021

UK Pension Watch: Q4 2020

We discuss the latest developments in UK pension markets.

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Responsible investment in fixed income

Published date: January 2021

Responsible investment in fixed income

Responsible investors cannot ignore fixed income assets. Read the full article on our RI microsite.

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Published date: December 2020

Monthly fixed income snapshot desk views

We expect growth in both the US and Europe to be 4.6% in 2021, with most uplift in the second half of the year as vaccination rates rise.

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Published date: December 2020

Comparing buy-outs and buy-ins: why different analysis is required

Buy-outs and buy-ins differ fundamentally in three ways: their purpose, practicalities and potential investment impact.

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Artificial intelligence: reducing the cost of a good life

Published date: December 2020

Artificial intelligence: reducing the cost of a good life

We are at a tipping point of change with technology. How should we embrace artificial intelligence (AI)?

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Published date: December 2020

Global money market monthly

ECB unveils fresh monetary policy.

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UK Pension Watch: Q4 2020

Published date: January 2021

UK Pension Watch: Q4 2020

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Monthly fixed income snapshot desk views

Published date: December 2020

Monthly fixed income snapshot desk views

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Global macro research: trade wars

Published date: September 2019

Global macro research: trade wars

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Global macro research: asset allocation and growth cycles

Published date: August 2019

Global macro research: asset allocation and growth cycles

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Global macro research: policy options in the next downturn

Published date: July 2019

Global macro research: policy options in the next downturn

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