Choose the information you want to see on your home page.

Macro insight

March 2015

Macro Snapshot - Green euro shoots

Lower oil prices have provided a net positive effect on global growth, albeit favouring consumption-led economies.

Asset Allocation: March 2015

Hopes of a settlement to the Greek crisis and generally positive global economic data saw equity markets power ahead in February.

February 2015

Asset Allocation: February 2015

European political and economic developments, alongside retreating oil prices, preoccupied markets in January.

January 2015

Asset Allocation: January 2015

Oil continued to dominate headlines in December.

December 2014

Macro Snapshot - Fuelling growth

The oil price slump and wider commodity price falls have acted as a positive boost to oil importing countries and a drag to exporters.

Asset Allocation: December 2014

Oil dominated the headlines in November.

Important information

Views and insights

March 2015

Equity Insight: FX - the unreliable boyfriend

After the last few weeks, it can be forgiven that some investors think all you need in order to forecast equity markets is a good foreign exchange (FX) strategist.

Fixed Income Focus: The power of European money printing

The European Central Bank has finally joined the global money printing party and markets are reacting positively to the introduction of a massive price-insensitive buyer.

Index Intelligence: The advantages of combining smart beta funds

Interest in alternative index strategies, often called 'smart beta', continues to grow.

February 2015

Equity Insight: Bond spillover?

Although equities have recorded all-time highs across most global markets, the kind of re-rating seen in fixed income assets has so far largely eluded equities.

January 2015

Fixed Income Focus: Europe - The Final Countdown

There has already been quite a bit of market volatility in 2015...

Equity Insight: If not now, when?

European equities have been perennial underperformers compared with the US since the start of the financial crisis almost eight years ago.

December 2014

Fixed Income Compass: The return of volatility

Falling government yields often go hand-in-hand with weaker risky asset classes given associated weak growth and low inflation.

Change to management and administration

Economic views

Search funds

Search Funds