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Read our latest views on global macroeconomic events.

Macroeconomic Research

Will humble and nimble Fed policy avoid recession

  • by David Page
  • 20 June 2022 (7 min read)
Macroeconomic Research

Decoding China’s regulatory paradigm shift

  • by Aidan Yao , Shirley Shen
  • 01 October 2021 (5 min read)
Viewpoint CIO

Real uncertainty

  • by Chris Iggo
  • 20 August 2021 (7 min read)

Asset Class Views

Read our latest thinking on asset classes.


We believe sustainable investing is key to long-term financial returns.


Five principles for building a climate-aware Buy and Maintain strategy

  • by Bruno Bamberger
  • 16 June 2022 (7 min read)

Security: A priority for both individuals and governments

  • by Anne Tolmunen , Caroline Moleux
  • 05 May 2022 (5 min read)

To exist financially is to exist socially.

  • by Anne Tolmunen
  • 05 May 2022 (5 min read)
Investment Institute

Our experts and investment teams outline their key convictions

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