insights.

This Q&A explores the investment philosophy behind our World Brand strategy. How do we spot companies with the most potential for alpha? 

Investors have hesitated about fixed income allocations, despite an improvement in long-term investment prospects. Could the outlook be improving for bonds?

We explain our duration and credit positioning amid interest-rate cuts and tight corporate spreads, and explore a hedging solution across macro regimes.

Asia convertible bonds had a strong H1. We assess China’s improving macro outlook and thematic opportunities for our strategy, from semiconductors to consumption.

The strategy uses big data on consumer trends to identify earnings surprises and capture alpha potential.

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.

The UK pension scheme has chosen our Planetary Transition strategy to fulfil the listed equity allocation of a dedicated sustainability portfolio.

`Exciting’ investment trends may come and go, but we aim to remain focused on the bedrock of long-term value creation. We review the core elements of our strategy in the Q3 issue of Simply put.