We have launched a new way for you to hear more about our views on financial markets, geopolitical events and our investment strategy. These short podcast style reviews compliment the monthly Investment Committee minutes and we hope you enjoy listening to them.
To download the podcast, please click here
Technology, Institutions and Investment: Lessons from Nobel Laureates The dominant theme in markets this year has been the transformative potential of technology. From cloud infrastructure...
This month’s long read explores the rising stagflation risks in the UK and the US, driven not by commodity shocks but by domestic policy measures....
This month’s long read focuses on the growing challenge of debt sustainability across developed and emerging markets. With deficits entrenched and interest costs rising, we...