Our investment philosophy

Our global, thematic investment approach in a nutshell.

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inPerspective – March 2017

In our latest newsletter, Brendan Mulhern assesses the potential implications of a Trump presidency, some of our global research analysts share their views on the future of their sectors and Nick Clay makes the case for global equity income investing.

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Investment comment – January 2017

2016: Worst. Year. Ever? As a remarkable 12 months drew to a close, the question was addressed in The New York Times – with due dismissiveness. But events during the year were certainly disruptive, and it was perhaps no surprise that ‘hygge’, a Danish concept which encompasses ideas of cosiness and simplicity, was in fashion. In financial markets, meanwhile, investors appeared to find their own cosiness.

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Rising-yield survival kit

Paul Brain looks back at an eventful year in fixed income and, with a more volatile period likely to unfold over 2017, offers seven tools for trying to cope with a change in prospects for bond markets.

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