Our investment philosophy

Our global, thematic investment approach in a nutshell.

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Investment outlook – April 2017

If the cozy Danish phenomenon of ‘hygge’ was all the rage in 2016, ‘lagom’ may be its hopeful successor in 2017. Meaning ‘just the right amount’ in Swedish, ‘lagom’ has broad reach. In the first quarter, however, moderation appeared largely absent from politics and financial markets. While the former was erratic, investors appeared in no mood to temper their expectations for the latter.

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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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