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Higher for longer interest rates need not be a deterrent for fixed income investing. In fact, we think the prospects for bonds are positive against a higher rate backdrop. We explain more in our fixed income outlook.

Cash may seem an attractive option for income seekers at current interest rates, but a portfolio of equities and bonds provides the potential to sustain a higher income for longer, while also being better placed to cope with some of the biggest risks in today's markets.

A president’s ability to achieve their policy goals is influenced by who controls Congress and so far, prediction markets are showing a host of potential outcomes from this year’s elections. Learn more in our regularly updated US Election 2024: EMEA Investor Guide.

Crucially, even if inflation is somewhat sticky in the region of 3% year-on-year, our judgement is that this will prove good enough for the West’s central banks.

In the past, it was often thought that investing sustainably comes at a cost – both in terms of lower overall returns and higher volatility. Today, however, the evidence is more nuanced. While short-term periods of higher volatility can still be expected, the longer-term relationship between sustainability and investment performance appears to be much more positive.

Markets appear increasingly hopeful that a soft landing for the economy lies ahead. In our Investment Outlook 2024, we discuss why we think that interest rates will still eventually bite and assess the outlook for the global economy and markets.

Climate scenarios: What they are, why they are important, and how they are applied to investment portfolios