Europe’s energy transition depends on resilient networks and flexibility.

AI leadership isn’t just about better models. It’s about deployment, power and productivity. We examine how the US and China are taking different routes to economic impact.

Climate-related screening of investments gets continued ‘green light’ in new court ruling

After one of its toughest periods in decades, quality investing has been put under the spotlight. We explore why quality has struggled, what’s changing, and why discipline, valuation and fundamentals still matter over the long term.

Today, half of the articles in investment magazines seem to be about ESG and climate. In our experience, however, very few funds are actually designed with a clear climate goal. We believe this is a missed opportunity.

Can short-dated bonds help portfolios stay resilient when uncertainty rises? Lower volatility, smaller drawdowns and income-led returns explain why investors should look again at short-dated fixed income.

The recovery from the Covid crisis continues, with global activity now exceeding its pre-pandemic peak. However, this rapid rebound has already run into supply constraints in many sectors and economies, leading to a surge in global inflation. Some of these demand-supply imbalances should ease over the coming quarters, helping to cool price growth. But it’s hard to escape the conclusion that Covid has permanently damaged the supply side of the global economy, implying a less favourable trade-off between growth and inflation.

Geopolitics is increasingly driving inflation, volatility, and returns. Frequent supply shocks challenge traditional diversification assumptions. In a changing world, what matters most for investors and how should portfolios evolve?

The advice market is currently being buoyed by the needs of the wealthiest demographic: the baby boomers, who were born between 1946 and 1964. As boomers age, though, we will start to see a wealth transfer take place. In the UK, we expect £5.5 trillion of assets will be passed down between now and 2050. On a global basis, around $68 trillion is forecast to change hands.

The past few months have delivered a number of unwelcome developments resulting in greater risks to economic growth, higher inflation and more volatile markets.

It’s in times of uncertainty and volatility that great investment opportunities emerge. It’s also during these times when long-term investors need to keep a cool head.

Ongoing inflationary shocks, the questions around interest rates and the emergence of the new Omicron Covid variant are all making navigating the next twelve months more challenging for investors. Nonetheless, when we look beyond the headlines, there remain some reasons for optimism going into 2022.

With MyFolio, you can choose from a number of different investment styles. For a full explanation of risks and the overall risk profile of these funds and the shareclasses within it, please refer to the Key Investor Information Documents and Prospectus. Please note that the number contained in the fund name is not related to the synthetic risk and reward indicator contained in the Key Investor Information document.

Harnessing the one factor that powers high-yield returns.

The 15 years since the start of the Global Financial Crisis have been a difficult time for Value as illustrated in Fig. 1. We show below that this underperformance has largely been driven by low inflation and government bond yields.

Why bonds aren’t behaving like a safe haven this time

The Russia-Ukraine crisis is progressing at a rapid pace, and recent developments suggest that a military conflict is increasingly likely. Needless to say, there is a large degree of uncertainty about what form this would take.

Investors are adding diverse exposure across the minerals ecosystem. Find out how and why.