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As a global active asset manager we are driven by the belief that insight and understanding are the keys to investment success. Check out our latest updates on the issues moving capital markets.

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Investable Theme - Achieving Sustainability
Investable Theme - Embracing Disruption
Investable Theme - Navigating Rates
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risklab

Navigating Rates

Donald Trump poised for White House return

With all signs pointing to a Donald Trump win, we expect many of his populist policies to cause ripples, even though markets were largely priced for this outcome. How might investors navigate the election result?

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Navigating Rates

Bond market view: smooth landing in sight?

The US Federal Reserve’s policy pivot has ushered in a new investment regime that should help provide a near-term floor for risk sentiment

Navigating Rates

CIO roundtable: what can investors learn from a super-election year?

Going into the year, 2024 was always set to be an intense election period, with polls in more than 60 countries. It turned out to be even more action-packed than anticipated, with snap elections in France and Japan giving investors even more to focus on, in addition to the US election. What are the implications of one of the busiest years in election history? We asked our global CIOs how investors could position themselves in a shifting political terrain.