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Read the latest insights from specialists in our Chief Investment Office
In our investment market updates hub, you can find our latest views on global financial markets.
With the combined expertise of 76 in-house researchers behind them, specialists from our Chief Investment Office provide thorough and insightful commentary on financial market news, from the global economy to local market movements.
Through our market update webinars, quarterly outlook commentary and specialist topical insights, our experts outline current financial trends and the potential implications for investors. You can read our latest thoughts in our Investment Outlook August 2023.
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Our latest Investment Outlook

Investment Outlook August 2023
In this latest Investment Outlook, we incorporate some of the highest conviction views expressed by our industry experts, as we again break down our investment opinions into the five key themes or ‘pillars’ of our asset allocation process; the global economy, inflation, interest rates, corporate earnings and market valuations, including investor sentiment.
Read our other recent insights
Read our latest Investment Outlook to learn how we are navigating through the economic turbulence to identify key investment opportunities.
Watch our webinar: Thomas Becket in conversation with Tony Dwyer, sharing their views on transatlantic investment opportunities
In this article, our Chief Investment Officer, Michel Perera, reflects on what has been happening recently in bond markets, the impact on equities and suggests “we must be careful not to embrace kneejerk reactions that dreadful markets often provoke.”
What could rising inflation and low economic growth mean for the markets and investors in 2022? Here’s the latest from our investment experts.
The metaverse may bring exciting opportunities but is it time to invest in it or is it too early to say?
Get the latest news and views from our experts on how investors might navigate these troubled times.
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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.
Investment involves risk and is not suitable for everyone.