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Insights & News

Stay up to date with global markets, discover our latest thinking on key topics, themes and asset classes, plus recent fund news.

Why diversification is essential in high yield

Why diversification is essential in high yield

The recent burst of inflation in the US and in many other countries has led investors to wonder whether the entire inflation environment has changed.

  • 18 September 2023
MFN - The ECB's dilemma

MFN - The ECB's dilemma

The outcome of the upcoming European Central Bank (ECB) interest rate decision is unusually uncertain. The Governing Council will debate how much weight to put on backward and forward-looking data. GianLuigi Mandruzzato looks at the factors that could shift the balance in favour of a new rate increase or a pause.

  • 12 September 2023
Infocus - India: A light in a dimming global economy

Infocus - India: A light in a dimming global economy

Strong domestic consumption and investment is driving GDP growth in India and the outlook appears positive, despite slowing global growth. In this edition of Infocus, Sam Jochim and Amanda Cotti look at India’s economy, its structural challenges and the opportunities that lie ahead.

  • 07 September 2023
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W1K 6AP

  • +44 (0)20 7491 9111
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  • +44 (0)20 7491 9111
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