Articles by Duncan Lamont, Head of Strategic Research, Schroders

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Duncan writes actionable, thought leadership research to offer insights which help Schroders’ clients make better investing decisions. Prior to joining Schroders seven years ago, Duncan was a principal in the Global Asset Allocation team at Aon Hewitt, where he was responsible for the development of the firm’s long term strategic capital market assumptions, and driving its medium term asset allocation views across the full range of traditional and alternative asset classes. He also had spells as an assistant director at a corporate finance boutique and as a trainee investment consultant. Duncan is a CFA charterholder with a Masters in Mathematics, Operational Research, Statistics and Economics from the University of Warwick, specialising in actuarial and financial mathematics.

Explorer in Japan: Sustainability and Digitalisation

By Aaron Scully, Janus Henderson Investors

Adviser newsletter

Aaron Scully, Global Sustainable Equities portfolio manager at Janus Henderson Investors, took a trip to Japan to learn more about the companies that operate there as well as its economic and political climate.

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Are emerging markets ready for a resurgence?

By Devan Kaloo, Abrdn

Adviser newsletter

Devan Kaloo, Global Head of Private Markets at Abrdn, explains why they believe there are compelling reasons to invest in emerging markets.

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Bonds: Finding value in a lopsided world

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Mark Nash, Huw Davies and James Novotny discuss the divergence in monetary policy between the US and Europe and how that’s creating opportunities in the bond markets.

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When Rising Rates Bite

By Johanna Kyrklund, Schroders

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With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023. The latest CIO Lens gauges how investors around Schroders are approaching this new era.

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Thematic Opportunities In A New Regime

By Richard Bullock, Newton Investment Management

Adviser newsletter

Last year ushered in a new investing regime, driven by three key global events, says Newton macro and geopolitical analyst Richard Bullock, and while creating volatility, he believes these events have also generated investment opportunities.

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Five Numbers That Show Circularity is All Around Us

By Michael Rae, M&G

Adviser newsletter

The challenges of achieving a zero-waste economy are well documented. Virtually all of the world’s established value chains have been built linearly, with low cost and ease of consumption front of mind.

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Britain needs you, or does it? Addressing the UK’s productivity puzzle

By Benji Dawes, Premier Miton

Adviser newsletter

Benji Dawes, Co-fund manager of the Premier Miton Responsible UK Equity Fund identifies technology as being at the heart of the UK’s solution to its productivity puzzle.

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