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Innovation, sustainability, and the market cycle create distinct opportunities

Inflation risk can be mitigated by using inflation-linked bonds, cyclical assets, and high-yielding bonds with low duration

Mainstream indices are a poor reference point for investors in China

Financial inclusion is commonly defined as ‘access to and use of formal financial services'. Despite considerable progress on reducing absolute global poverty over the last 20 years, worldwide, billions of people remain unbanked, uninsured and without...

How an engagement programme with teeth can drive change where it matters most.

China’s development is recognised as one of the most important shifts in the global economy

Momentum on emissions targets builds ahead of COP26 conference

The pandemic reshaped the market and created massive dispersion in performance between sectors, with the winners and losers largely sector specific. In our view, the industrial sector was the big winner, retail a long-term loser, and office holds both winners and losers.