Our specialists discuss the investment implications of the VW scandal for the auto industry and find pockets of opportunity where companies have been oversold.
In this month's Viewpoint:
- Global: The macro impact of China
- Eurozone: Sino slowdown meets refugee crisis
- EM: Will the FX fall save EM?
Multi-Asset view: while the outlook for global equities overall remains broadly positive the forecast for emerging markets and fixed income is not so bright as the region faces up to the perfect storm.
We explore whether combined real estate portfolios, blending listed and unlisted strategies, can improve the returns that investors can achieve from their real estate allocation.
In this month's Viewpoint:
- Global update: Strong dollar and cheap oil favour advanced over emerging.
- European forecast update: stuck in second gear.
- EM forecast update.
In this monthly newsletter, the ESG team reviews recent climate change-related developments, including an update on country pledges ahead of December's United Nations Climate Change Conference.
We take a look at absolute return bond funds, and explore how a strategic approach could better protect capital without sacrificing growth.
Savvy investors are constantly looking for new ways to diversify their portfolios, and the ongoing search has led many to look at insurance-linked securities (ILS). We look at one of the key questions surrounding the asset class.
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