Macro Views
Commodities | 28 Mar 22
Fossil fuels will be ‘trade of the decade’
Impactful investments have become a ‘portfolio diversification tool that delivers profits with purpose’
Commodities | 23 Mar 22
Advisers urged to ‘ride out the short-term noise’
As Russian invasion of Ukraine continues
Alternatives | 17 Mar 22
Private bank downgrades equity weighting to ‘disinclination’
As it upgrades gold exposure from positive to preference status
Asset managers walk fine line between opportunity and poor taste
As conflict intensifies between Russia and Ukraine
Emerging Markets | 22 Feb 21
‘It is difficult not to have a risk-on view’
Emerging markets and small caps predicted to outperform large caps and developed markets