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Investment ideas

With financial markets in a constant state of flux, it can be difficult for investors to find their footing. The analysis and insight provided by our experienced team of economists, strategists and portfolio managers can help your clients understand shifts in the investment landscape, enabling them to make better-informed decisions. 

Featured article
European stocks: a virtuous circle
Tomás Pintó, Senior Investment Manager, Co-Lead European Equities August 2017
Thematic investing Urbanisation: the smart investment opportunity 
Urbanisation is putting pressure on infrastructure and the environment. To thrive, cities need to get smarter and work more closely with the private...
Ivo Weinoehrl, Senior Investment Manager October 2018
Emerging Markets After the storm
Emerging market debt fundamentals remain attractive after this year's pull-back.
Mary-Therese Barton, Head of Emerging Market Debt, Alper Gocer, Head of EM Local Currency Debt October 2018
Alternative Investments An alternative approach to investing in Japan Inc
Japan is an especially rich hunting ground for equity investors looking to achieve long-term capital growth with a market neutral approach.
Teruhiko Nishimura, Head of Total Return Japanese Equities, Tomohiro Yamaguchi, Senior Investment Manager October 2018
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