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Investment Outlook – October 2024

After journeying through a somewhat rocky third quarter, how should investors navigate the remainder of 2024?

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Investment Outlook - July 2024

Amid continued economic resilience, market participants face interest-rate uncertainty and political volatility. What are the investment implications?

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How Can We Unlock Opportunity in a New Market Regime?

CEO Euan Munro explores how we seek to unlock opportunity for our clients.

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Investment Outlook - April 2024

With the start of 2024 characterized by a synchronized growth narrative, we assess the investment opportunities and risks.

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Investment Outlook - January 2024

Financial markets were reignited towards the end of 2023 as hopes for an economic soft landing gathered pace.

Real Return outlook
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Global Real Return: Our 2024 Outlook

We assess the investment opportunities.

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The Evolution of Our Themes

Our themes continue to evolve in line with the significant changes we are seeing across the globe.

How Can Dynamic US Equity Navigate Rising Rates?
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How Can Dynamic US Equity Navigate Rising Rates?

While the current environment poses challenges, we demonstrate that it may not be unambiguously negative for Dynamic Equity.

Newton's Systematic Approach to Predicting US Inflation and Interest Rates: An Update
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Newton’s Systematic Approach to Predicting US Inflation and Interest Rates: An Update

What a difference a year makes.