INSIGHTS

2021 Investment Outlook
As we head into the new year, thought leaders from across our investment platform share their views on pressing questions.
November 2020
2021 Investment Outlook
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2021 Global Economic Outlook
Our 2021 economic outlook describes the forces we believe will shape macro & market events, including significant geopolitical risks with strong 2021 growth likely.
November 2020
2021 Global Economic Outlook
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Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
With many allocators unhappy with alternatives’ returns in recent years, Manuel Kalbreier stresses the need to understand the roles they play in portfolios and to have realistic expectations.
November 2020
Talking Alternatives — Alternatives allocations: wishful thinking or attainable goals?
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The future of alternative investments
Director of Alternatives Danny Sharp explores the future of alts — discussing dispersion in today's markets, the opportunities it presents and the impact of the COVID-19 pandemic on the alternative investments landscape.
November 2020
The future of alternative investments
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Will non-US value ever outperform? A contrarian value perspective
The valuation gap between growth and value stocks has reached new extremes. What will it take for value to finally bounce back? Two of our senior contrarian investors offer their take on international markets, including thoughts on traditional value sectors, such as energy and financials.
August 2020
Will non-US value ever outperform? A contrarian value perspective
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Investment bytes – Asia tech <span>Part six: the world’s hub of innovation</span>
We profile Asia technology in the 2020s, outlining the long-term case for the sector after its strong rebound in recent months.
July 2020
Investment bytes – Asia tech Part six: the world’s hub of innovation
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Asking private companies to show their ESG<br> credentials
ESG issues are a growing area of focus in the public market, but what about the private market? Our co-head of Private Investments and our director of ESG, Private Investments, argue for informed and active ownership from the initial investment until the IPO.
July 2020
Asking private companies to show their ESG
credentials
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Euro-area equities: reasons to be optimistic
Macro Strategist Jens Larsen looks at fiscal policies and outlines why he is optimistic about the outlook for euro area equities over the next 12 months.
June 2020
Euro-area equities: reasons to be optimistic
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