INSIGHTS

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Our latest research, thought leadership, and insights. You can also sign up to receive the best adviser content via our regular Adviser newsletter.

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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Adviser newsletter

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

Adviser newsletter

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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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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Strategic Asset Allocation Must Adapt To Global Changes

By John Husselbee, Liontrust

Adviser newsletter

Investors should remember Charles Darwin’s insight that adaptation is the key to survival as the world’s economy and financial markets undergo significant changes. Such adaptation should begin with strategic asset allocation (SAA), which is the first step in constructing an investment portfolio.

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Budget Summary Briefing

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The key headlines from a savings and investment perspective.

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