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From central Europe with Love
Last Updated: November 14, 2025
Forget Germany, the real European rocket ships are tucked away in the periphery. Head of emerging market equities Tim Love explains why developing nations in south and central Europe have outpaced their advanced neighbours.
Actively seeking diversification in a frothy market
Last Updated: November 18, 2025
As concerns about the value of the AI-heavy US stock market mount, there are plenty of exciting areas where investors can diversify. Head of discretionary and global financial institutions Sam Collett rounds up our inaugural Investor Morning.
Weekly Digest: The big question
Last Updated: November 18, 2025
Many investors are starting to view a correction in the stock market as just a question of timing. This very defensiveness may be helping to guard against their fears coming to fruition. Still, it’s right to add a pinch of salt to AI exuberance.
Sustainable Fixed Income Masterclass | November 2025
Last Updated: November 19, 2025
Sustainable fixed income is leaping ahead. Watch Bryn Jones and co panellists discuss the shift from risk-screened ESG bonds to dual-materiality strategies. Learn what drives allocator appetite, reshapes fund labelling, and makes active management central to sustainable portfolios.
Powering efficiency
Last Updated: October 20, 2025
A wave of disappointing headlines about our battle against climate change and the move to cleaner energy doesn’t have equity investment specialist Michael Cumberlidge in a funk. He’s looking at the day-to-day improvements delivered by ever-better technology.
Review of the week: Negotiating a trade war
Last Updated: October 14, 2025
Markets continue to recover as US President Donald Trump and his advisers whisper sweet nothings to investors. It’s a brittle sort of recovery though: definitive de-escalation of the global trade war is needed to truly woo investors. Through it all, though, the dollar should still reign supreme.
Review of the week: Gloves off?
Last Updated: October 14, 2025
US stocks held up well during a wild week of White House adjustments to its tariff policies. US government bonds and the dollar were less fortunate.
Planet Papers 3: A brand new world
Last Updated: October 14, 2025
This new generation of consumers are more likely to express a strong interest in social engagement, purpose and values than their predecessors, and the disruption that COVID-19 has wrought across the globe seems to have strengthened the demand for a more sustainable approach.
Review of the week: France cuts spending, ECB to cut rates?
Last Updated: October 14, 2025
The twin engines of the European economy, Germany and France, are sputtering. With inflation falling and France turning to austerity, will the central bank come to the rescue?
To lend, borrow, or not; nay, to buy? That is the question
Last Updated: October 14, 2025
Head of multi-asset investments David Coombs’s Nan Connie was so sceptical of debt it made her wax lyrical. Her old advice prompts him to wonder if a tempest is building in debt markets or if it’s all just Shakespearean melodrama.
Can India meet optimistic growth expectations?
Last Updated: October 14, 2025
India's prospects for economic growth look good - but we think its promise is already priced into its stock market.
Review of the week: Big changes, big uncertainty
Last Updated: October 14, 2025
The anticipation of Trump 2.0 has driven stock market excitement and household confidence in the months since his election. Now he’s in office, is the reality starting to subdue that optimism?