Critical intelligence on asset allocation and implementation across asset classes
We believe global equities may continue to rise in the new year, and we expect new opportunities to be unlocked as market leadership evolves.
The euro investment-grade (IG) credit market has historically delivered an average annual return of +2.8% since 2005. However, the past five years have proven particularly challenging, with returns...
In this episode of the Decisive Podcast, host Kristen Hallam engages with economists from S&P Global Market Intelligence to unpack the U.S. economic outlook for 2026. The discussion explores key th...
Our alternative investment solutions add diversification to portfolios, with strategies across real assets, private equity, hedge funds and more.
Wealth portfolios have historically lacked global diversification, assets available to institutional investors and robust risk management tools. We believe there are further opportunities to delive...
Gold prices have shown an upward trend over the past two years, but can this standout performance continue? We explore the role of gold in a diversified portfolio, making the case for a strategic a...
While we may lack the mystical foresight of Brahan Seer, Scotland’s legendary prophet, we can see that clear trends are shaping investment landscapes. Looking ahead to 2026, elevated risk appetite...
Growth assets remain appealing, as we believe that global economic growth will stay resilient and earnings growth will resume globally. As for defensive assets, we are mindful of the signals that c...
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