Outlook & Commentary

A roadmap for the years ahead: Introducing our investable themes

To help investors navigate today’s drastically different world, we’ve identified three overarching themes: a resurgent China, persistently low yields, and the drive to live and invest more sustainably. We’re using our expertise and insights to explain why these themes represent some of the biggest opportunities and risks for portfolios – and what investors can do.

China insights

“Year of the Ox” symbolises China’s strong future

This lunar new year, China has much to celebrate – including resilient economic growth, widespread success at suppressing Covid-19 and a steady transformation into an advanced economy. That’s why the ox is a suitable symbol for a country that continues to do the hard work needed to maintain its trajectory.

Should investors be worried about inflation?

Listen to Head of Macro Unconstrained Fixed Income Mike Riddell and Portfolio Manager Kacper Brzezniak discuss the outlook for global inflation in light of massive fiscal and monetary stimuli due to the Covid-19 pandemic. Mike and Kacper tackle many top-of-mind questions for investors today, including: Are long-term inflation expectations really about to change? Is inflation taking hold globally or being driven by specific countries? What impact will it have on yield curves and investors’ portfolios? And much more.