Ongoing economic strength and tax reform are fuelling corporate profits in the US for companies large and small. Meanwhile, wage growth and rising input costs are putting pressure on margins.
Discover how global transformation and resilient growth will shape 2026. Where are the new opportunities and how can you future-proof your portfolio? Read our latest insights.
It looks like 2018 is off to a solid start in the Eurozone. After the strong industrial production print for December 2017, growing 5.2% year-on-year, PMI data this week continued to register high levels of growth in the manufacturing sector.
Resilience is reshaping real estate in 2026. Which sectors offer the best opportunities—and how can investors seek to future-proof their portfolios for a changing world?
The UK economy continues to show something of a split personality. In manufacturing, conditions look robust, with output having grown by some 5.1% over the past six months in annualised terms.
Can sustainability and performance go hand-in-hand in risk-targeted investing?
The minutes from the Federal Reserve’s January meeting helped push the yield on the 10-year US Treasury to just shy of 3%.
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Finally, some good news on UK productivity growth. An expansion of 0.8% in 2017 Q4, coming on the back of a 0.9% pick-up in the previous quarter, topped the strongest six-month growth period since before the Global Financial Crisis (GFC). It has been a long time coming. The UK has lagged its counterparts on productivity for decades, but has fallen further behind since the GFC. So is this a new dawn, or a false one? And why does it matter?
Emerging Markets are not just about growth—they’re becoming a valuable source of income. Our strategy is focused on high-quality dividends, deep research, and a balanced approach to capturing opportunity across cycles.
The developed Asian industrial cycle appears to have hit a soft patch, with activity moderating in the fourth quarter in key economies such as Korea, Taiwan and Singapore. An industrial wobble would be particularly untimely given expectations for a healthy developed market cycle lifting activity and driving investment across the region.
Climate change is a financial risk, with extreme weather costing over $2 trillion in the past decade. Our bespoke Climate Scenario Analysis helps investors manage these risks and uncover opportunities by modelling real-world shifts in policy, technology, and company strategies. We focus on credible transition plans and go beyond low-emission sectors to drive real-world decarbonisation and build resilient portfolios.
Investing in the right active strategy will be key as momentum for China’s V-shaped rebound moderates once the rest of the world recovers and Beijing normalises policy.
Electrification is accelerating faster than expected, driven by cheaper tech and supportive policy. Fossil fuel-reliant businesses face long-term decline, while opportunities in climate solutions—like future minerals—are growing. Our framework helps investors navigate the transition and find resilient, forward-looking companies.
Flexibility, amenity, connectivity, technology and sustainability (FACTS) are key for future-fit offices. Read more about our views.
Robust rental increases and a shrinking construction pipeline are supporting UK income growth. Read more about our UK real estate outlook.
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The key points from our latest quarterly webinar.
Can sustainability and performance go hand-in-hand in risk-targeted investing?
Quant investing harnesses data, technology and disciplined processes to deliver consistent, transparent and adaptable outcomes. Here’s how we approach the science behind smarter portfolios.