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    A year of divergence: three shifts in 2025 that should favour active managers
    cross asset

    A year of divergence: three shifts in 2025 that should favour active managers

    Three clear shifts – improving macro, continued central bank easing and the potential for more balanced performance across asset classes – could favour active managers in 2025.
    3 market themes to find carry and position for change in Europe and China
    cross asset

    3 market themes to find carry and position for change in Europe and China

    We explore three investment themes for 2025 as investors eye carry trades and shifting trends in Europe and China.
    America first: 3 initial market impacts from the new policy playbook
    cross assetAll Roads
    cross assetAll RoadsAsia Investment gradeWorld BrandsGFIOAsia value bondsconvertibles

    America first: 3 initial market impacts from the new policy playbook

    Donald Trump’s policy agenda could have profound implications for the US economy and global markets. Our equity, fixed income, multi-asset and convertible bond teams assess three key impacts.
    Upbeat macro, moody market
    cross assetconvertibles
    cross assetconvertiblesequitiesfixed incomemulti-asset

    Upbeat macro, moody market

    We outline convictions and allocation calls for our long-only strategies, given the US macro picture, Europe’s economic divergence and China’s stimulus.
    CIO views: sharpening an information edge
    cross assetfixed income
    cross assetfixed incomeWholesalealternativesmacromulti-assetequitiesconvertiblesInstitutional

    CIO views: sharpening an information edge

    How can investors find an edge in today’s overload of information? Our CIOs across asset classes consider how to filter out the noise, make sense of data and focus on alpha.

    CIO views: finding value through patient investing
    cross assetAsset Management
    cross assetAsset Managementfixed incomeInvestment strategiesDCDBBanksalternativesOfficial institutionsconvertiblesequitiesWholesaleThird party asset managersInsuranceConsultantsGeronne IndependantsFund of fundsInstitutionalEndowmentsmacromulti-asset

    CIO views: finding value through patient investing

    Our CIOs consider how patient investors could find better value. Across asset classes, which areas offer superior prospects to those with a long-term approach?

    CIO views: the 2024 outlook edition
    cross assetAsset Management
    cross assetAsset Managementfixed incomeInvestment strategiesDCDBBanksalternativesOfficial institutionsconvertiblesequitiesWholesaleThird party asset managersInsuranceConsultantsGeronne IndependantsFund of fundsInstitutionalEndowmentsmacromulti-asset

    CIO views: the 2024 outlook edition

    In our 2024 outlook, LOIM CIOs for equities, fixed income, multi asset, convertible bonds and alternatives consider how to capture key investment opportunities.

    CIO views: ideas for back-to-school returns
    cross assetInstitutional
    cross assetInstitutionalSustainabilityInvestment strategiesWholesale

    CIO views: ideas for back-to-school returns

    How can investors position for a credit crunch? In fixed income, equities, multi asset and alternatives, our CIOs consider what attractive options exist.

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