News and insights

Read or watch the latest opinions from our fund managers and other experts.

Insurer Investment Management Insights – Issue 1

In our first issue of Insurance Investment Management Insights, our experts offer their insights on the crucial topics which are likely to impact insurance companies.

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Five ‘swords of Damocles’ hang over markets

Global market are facing several issues, including the fast-approaching deadlines for another US government shutdown, a US-China trade deal, and Brexit.

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2019 investment outlook – Global markets

Divergence, disruption and debt overhang – three key themes to watch in 2019. Read Kristina Hooper and Arnab Das' outlook.

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Reading the tea leaves from the central banks

A rate hike from the US Federal Reserve in September seems to be on the cards, but there is also continued concern about the impact of trade wars on the US economy.

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Global markets: Five issues to watch

From the crisis in Turkey to upcoming remarks by the Federal Reserve Chair, there are no shortage of issues for investors to watch this week.

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Is it time to worry about a liquidity crisis?

Large-scale asset purchases by major central banks has added to the abundance of liquidity in markets, however the tide is now turning in the opposite direction. As balance sheet normalization accelerates, it seems likely that liquidity issues could accelerate too.

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Trade wars: A worldwide web of worry

In the event that the Trump administration moves forward with tariffs on imported automobiles, retaliatory tariffs might mean the US may end up being the bigger loser in a trade war over the longer term.

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Factor investing: the third pillar of investing

In the latest edition of Risk & Reward we compare factor investing to traditional active and passive approaches and look to clarify where and how factor investing fits into the investment landscape.

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Protectionism rears its ugly head again

With the US applying aluminum and steel tariffs to Canada, Mexico and the European Union, and exploring tariffs of up to 25% on imported cars, free trade is being threatened.

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Blockchain – the beginning of a new technological revolution?

In the latest Risk & Reward magazine we discuss bitcoins and other cryptocurrencies, look at what makes blockchain technology so interesting and why a wide variety of industries are so fascinated by the long-term potential of cryptotokens.

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Three market concerns move to the fore

Exploring the potential for populism, protectionism and pressure on debtors: Last week brought renewed focus to three areas of concern: populism, protectionism and pressure on debtors. It appears that we may be moving closer to certain outcomes that could be of concern to markets.

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