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Dented, not derailed
Russia/Ukraine adds to near-term growth risks for the global economy and will keep inflation high for longer. Uncertainty is high, but equity markets are oversold and should recover if tensions ease in coming months.
Climate change and investment portfolios Part II:
Addressing the carbon exposure of your investments
Access our insights on carbon management strategies and four ways investors can address the carbon exposure of their equity portfolios. There is no single ‘one size fits all’ solution for investors. Carbon management continues to evolve rapidly, driven by industry best practice, investor demand and regulation. It does seem likely though, that investing without regard to environmental impact will soon be considered an undesirable relic of the past.
Hear from our experts on the issues our clients care about
Quarterly Market Overview
Stay informed of the latest market events whilst understanding how we have been managing downside risk in our portfolios.
Market week in review
Weekly update on global investment news in a quick five-minute video format featuring some of our top investment professionals.
Global Market Outlook
The Outlook highlights the most recent economic insights and market expectations from the firm's global team of investment strategists.
Compliance with U.S. Executive Order 13959
On November 11, 2020, the United States government issued Executive Order 13959, which prohibits U.S. persons from engaging in any transaction in publicly-traded securities in Communist Chinese military companies (as well as certain related securities) and which first became effective on January 11, 2021. We have taken steps as required to comply with the Order to the best of our knowledge and belief. We continue to monitor this matter to assess any potential impact or actions needed, as facts and circumstances continue to evolve.