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Economies & markets

Our Chief Investment Office and experts share insights into our house view and macro trends.

Markets update - is political risk back?

In this article, our Chief Investment Officer (CIO) Michel Perera discusses the potential impact for markets of key political risks in the US and Europe.

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The questions investors are asking right now

Read the summary of our open call in which we answered some of the many questions being asked by our clients during the continued market volatility and share our latest market analysis and outlook, as well as our ongoing investment strategy.

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The top five ESG sustainable and responsible investment themes shaping our future
As we start to reflect on the post COVID-19 world, we take a deep dive into five ESG (environmental, social and governance) investment themes we think are set to underpin our changing world and therefore form the tenet of our investment strategy. 
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Why ESG could drive the economic recovery

Many market participants are wondering why some equities have been so strong in light of the most dreadful economic backdrop since the Great Depression. The main reason of course, is that the best performing shares have been those suffering least from the shutdowns. In this article we talk about the long-term ESG themes that may well carry us through and beyond the lockdowns. 

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Why investors should look to the 'new normal'

As we enter the fourth stage of the COVID-19 crisis, our CIO, Michel Perera explains why investors should look to the 'new normal'.

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Latest update on market developments - 16 April

Are markets right to keep going up? Why we think it is still premature to assume the spread of the virus is behind us. Our latest market update on the COVID-19 situation.

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IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

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